Giving you professional advice delivered in a reassuring, friendly manner with a 5 star service.
As female financial advisers we provide you with a holistic, professional service where your needs are listened to with care, empathy and sincerity, and advice is given honestly and impartially with full support.
Our company charter is in place to ensure we offer a five star service to you every time. We treat you like a human being, understand your personal circumstances and offer informed, bespoke recommendations which can often inspire you to make more out of your life than you thought you could. We pride ourselves on remaining whole of market so that you get best value, even at a cost to us.
Offering empathetic advice and listening to YOUR needs
If you are looking for a basic cost effect policy or something with all the bells and whistles – we can help! As whole of market advisers we do the research for you and provide yo
u with quality advice. Life cover does what you expect however critical illness is complex, with different options available to you based on your needs and medical history.
Everyone has heard of mortgage payment protection however we like to go one step further and look at a client’s income instead. Without the income protection everything else could fall apart! As whole of market advisers we have access to all kinds of insurance companies who aren’t available on the high street or online. We can do the research for you and provide full advice and recommendation.
As Financial Planners we are able to give advice on several business insurance areas related to an individual’s life or income, either protecting themselves or the business or its employees. This is a complex area and often the process is rushed without taking time to look at all the options available. Insurance is a risk evaluation – what is at risk for you?
Independent Financial Adviser assisting all clients where ever they might be in their financial journey. If you have a large or small sum to invest we are happy to talk through the options with you. Consultations are offered at no cost to the clients. Find out more about how investing works and the available options.