We are a firm of Independent Financial Advisers based in Market Harborough, directly authorised by the FCA; dedicated to providing clear, effective and tax-efficient solutions in all areas of financial planning for individuals and businesses with investable assets/pensions of over £200,000 across the Midlands, London and the rest of the UK which includes;
- People planning for retirement
- People with wealth
- Business owners
- Sustainable investors
- People looking for higher value mortgages & finance, including bridging finance (over £200,000)
- People looking to review their life & critical illness insurance needs
We pride ourselves on providing a professional and personal service which promotes peace of mind.
Our goal is simple: to grow, manage and protect our clients’ assets.
Our Financial Advisers are all highly qualified Chartered Members of the Chartered Institute of Securities & Investment (CISI) and Chartered Associates of the London Institute for Banking & Finance