Local Financial Consultants fed up of financial crime

As local Financial Consultants, we’ve reported on the impact of financial crime for years now in numerous posts. Some of the numbers for the amounts lost to fraud and scams are huge. Only last month Action Fraud reported that £600 million was lost in 2023 to different types of investment fraud. But when does anything […]

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Financial consultants review mortgage rate panic

Our financial consultants review the current market instability which is causing concern at the FCA. Especially in relation to the mortgage market. Stories of lenders withdrawing packages have spooked the market and many customers are starting to panic. The FCA is concerned about those customers who are on very low fixed rate deals. Some as […]

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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

The service provided was both professional and extremely helpful, without Christina’s help we would have lost money and took a long time to obtain our pension funds.

Mr & Mrs W

I have a sense of trust towards the people and the company. Thank you.

Mrs F

We’ve only been clients for a couple of months, but we both feel that we have made the right decision. After first meeting Adele she put our minds at rest.

Mr & Mrs P