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Home
About
Meet The Team
History
Testimonials
Financial Information
More Financial Information
Pensions
Savings & Investments
Protection
Services
Free Initial Meeting with an Independent Financial Adviser
Services
Pension Reviews
Pension Transfers
Inheritance Tax Planning
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Estate Planning Services
Videos
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:
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
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...
10.06.26
Probate help needed
The number of families needing probate help is on the rise with delays in grants of probate spiralling.
According to the Ministry of Justice own figures the number of cases wai...
Read Article
Awards and Accreditations
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 representative was very good and we were happy with the meeting.
Mr & Mrs B
On first meeting Christina in person she set my mind at rest and sorted everything I needed.
Mr T