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Home
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Meet The Team
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Estate Planning Services
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What is an IFA?
FAQ’s
How much does an IFA cost?
How to compare IFAs
Policies
Treating Customers Fairly
Online Access to your Investments
Privacy Policy
Code of Ethics
Corporate & Social Responsibility Policy
Equality & Diversity Policy
News
Contact
Services
We offer the following services:
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...
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
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
In addition to providing Independent Financial Advice, we also provide wider Estate Planning services to clients. Th...
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...
25.04.24
Is pension advice being taken?
The government changed the rules on pension contributions, but is pension advice being taken up?
Perhaps not according to research by Saltus Wealth. They found that only 30% of...
Read Article
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 provides an extremely thorough, in depth service with clear and concise information given at every stage, highly recommended.
Mr R
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