Services

We offer the following services:

Financial-Expert

Execution Only Service

We are sometimes asked if we can provide advice on a specific subject, for example the benefits of investing in gold or investing in a certa...

Cryptocurrency Advice

Pension-Review

Pension Reviews

The Pension Review service is designed to provide you with information about your current pension arrangements, to help you to decid...

Pension Transfers

A number of changes to pension rules were introduced in April 2016 to give individuals greater flexibility to access their pension s...

Mortgage Reviews

Could you get a better deal on your mortgage? Why not take advantage of our free mortgage review offer to find out? ...

Inheritance-Tax-Planning-Advice

Inheritance Tax Planning

What is Inheritance Tax? Inheritance Tax is a tax on the value of your estate after you die. Your estate will includ...

Estate-Planning-Services

Estate Planning Services

In addition to providing Independent Financial Advice, we also provide wider Estate Planning services to clients.

independent-financial-advisors-near-me

Free Initial Meeting

We always offer a FREE 1 hour initial meeting. At that initial meeting we will explain the services we offer and how...

12.05.25

Private pension advice adverts in the spotlight

We’ve often reported on private pension advice adverts being pulled up by either the Financial Conduct Authority (FCA) or the Advertising Standards Authority (ASA) for failing to p...

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

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

The quality of service from Adele and everyone at the company was excellent, in fact the service we received was better than that.

Mr & Mrs F