WHOLE OF MARKET INDEPENDENT FINANCIAL ADVICE

OUR
SERVICES

NOTE: We will use your name, email address and contact number (‘personal information’) to contact you about the services you have requested or respond to an enquiry you have submitted which will require us to share your personal information with our advisers and our group of companies. For further information on how your information is used, including disclosure to third parties, how we maintain security of your information and your rights in relation to the information we hold about you, please see our privacy policy.

Independent Financial Advice

OUR SERVICES

Providing you with bespoke solutions to help you feel secure, in control and working towards your goals.

MORTGAGES

A mortgage is a loan secured against your home. Your home may be repossessed if you do not keep up repayments on your mortgage or any other loan secured on it.

PENSIONS

A Pension is a long term investment the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.

INVESTMENTS

The value of investments and income from them can go down. You may not get back the original amount invested.

INSURANCES

Protecting your interests... Providing Life and Critical Illness Insurance, Insurances for Business & Income Protection

WILLS & ESTATE PLANNING*

Let us use our 20 years of experience to help with your future planning so that your legacy is clear.

*Please note: The Financial Conduct Authority does not regulate will writing and inheritance tax and trust planning.

TESTIMONIALS

OUR HAPPY CLIENTS

Lesley Leggett, St Albans/Dacorum, April 2022

ARE YOU READY FOR A FRESH APPROACH TO YOUR FINANCIAL PLANNING?

Book a free 20 minute discovery call where we can explore how we can help you and your unique situation. Our Client Manager Katie will be able to answer all your questions about our approach and establish if there is a good fit for working together.

CLEAR | CONSCISE | CONSISTENT

OUR COMMITMENT TO YOU:

  • You will always have a female adviser
  • You will always be spoken to professionally and honestly
  • All your information is protected by the relevant GDPR policies.
  • You will not be charged any fees until you have approved them
  • We promise to act fairly and professionally at all times
  • We provide independent advice, acting on our client’s behalf

“I approached Rebecca for advice about my ISAs. I was keen to make sure they were working well for me, and that they were also invested into funds that aligned more closely with my values. Rebecca took time to understand my requirements, and researched suitable options for me, explaining her suggestions clearly and without jargon. Throughout the process I was impressed by her knowledge and experience. I found her easy to talk to and felt that she understood my requirements well. I am very happy with the service she provided and would recommend her to others.” Patricia Exley, Hampshire 2019