Wealth Management Adviser
17.10.26
Most savers could do with a money advisor
According to Quilter without the benefit of a money advisor, over £300 billion in cash savings are sat in bank accounts that pay no interest at all. But why? That main reason seems to be a lack of interest (literally!). Almost 40% of people say that they don’t talk to anyone about their finances, let alone a professional money advisor. 27% said tha...
Awards and Accreditations
We have been very happy with the service and everyone we have spoken to at the office has been very helpful.
Mrs P
Christina is a very approachable young woman and is always ready to answer any questions. I would not hesitate to recommend her to friends.
Mrs V
Christina provides an extremely thorough, in depth service with clear and concise information given at every stage, highly recommended.
Mr R