Advice for women

National investment platform Parmenion has just launched a new “Advise Her” campaign designed to focus advisers on advice specifically aimed at women. Parmenion estimates that women in the UK are “responsible” for £36 billion of uninvested wealth and their campaign is designed to try to engage more women to take an interest in investments and […]

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Awards and Accreditations

Pension Transfer Gold Standard
Investment-Planner
Financial Vulnerability Taskforce
VF 23
Vouched For 2022
Vouched For 2021
Vouched For 2020
Vouched For 2019
Vouched For 2018
Vouched For 2017
Vouched For 2016
Vouched For 2015
Vouched For 2014

We have always found Christina to be reliable and honest. We value her services because nothing is too much trouble and she is never too pushy.

Mr & Mrs P

Adele was wonderful! She explained everything and made us feel at ease at all times. It was wonderful to deal with her.

Mr & Mrs C

Very satisfied! A quick, friendly and professional service.

Mr P