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...

31.05.25

May news from your local pension adviser

May news from your local pension adviser

It’s been reported that the chancellor is considering making it a legal requirement for pension funds to invest at least ...

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 representative was very good and we were happy with the meeting.

Mr & Mrs B

Highly recommended to friends and relatives. Contacting Christina was the best thing we ever did. We wouldn’t be in the financial position that we are, without her.

Mr & Mrs L

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