Services

We offer the following services:

Pension Reviews

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

Pension Transfers

Is a pension transfer right for you? The pension rules provide flexibility and we offer a

Inheritance Tax Planning

Do you need advice on Inheritance Tax Planning. If you do call the office on 01282 614444 or

Estate-Planning-Services

Estate Planning Services

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

Free Initial Meeting with an Independent Financial Adviser

We always offer a FREE 1 hour initial meeting At that initial meeting we will explain what an Independent Financia...

Online financial advice

22.07.26

Online financial advice scams back in the spotlight.

I’m not sure that online financial scams have ever been out of the spotlight. We’ve been reporting on and warning clients for years about being scam safe. We even set up an FAQ’s page setting out what to look for over six years ago. Everything we highlighted back then is still valid today. Even more so as the cost of scams continues to soar. Warnings a...

Awards and Accreditations

Pension Transfer Gold Standard

Investment-Planner

Financial Vulnerability Taskforce

Uk Top Rated Adviser 2026

Uk Top Rated Adviser 2025

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

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

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 have been very happy with the service and everyone we have spoken to at the office has been very helpful.

Mrs P