For business & for you

Contact Andrew
Independent Financial Advisor

Quite simply we put you in control of your finances, allowing you to get on and enjoy life. We work with you, not for you, and ensure your financial circumstances remain on track with regular reviews.

Our clients receive a unique App which can be downloaded onto a tablet
or smartphone, providing you with a consolidated view of all your investments, pensions, assets and liabilities.

We provide advice on a comprehensive range of areas, broadly these include:

For business:

  • Directors pensions
  • Retirement planning
  • Advice and setting up of company pension schemes,
    including auto-enrolment for your staff
  • Investments, including NISA investments
  • Regular savings
  • Tax planning including inheritance tax planning
  • Insurance for company directors and key staff members

For you:

  • Pensions
  • Retirement planning
  • Investments, including NISA investments
  • Regular savings
  • Tax planning including inheritance tax planning
  • Insurance – life insurance, critical illness cover, income protection, private medical insurance, accident and sickness cover
  • Mortgages