CLIENT FIRST
Your gateway to the best in financial advice
Welcome to our website...
Whether it be setting up or reviewing your pension, reviewing your
life/health cover or even sorting your tax planning, if you're looking for
the best unbiased financial planning advice, you've come to the right
place.
 
Financial planning is essential for anyone with a business or a family
and whilst some elements (such as home and car insurance) are
easy to organise yourself via comparison websites etc, longer term
products, such as pensions, life insurance and investments, are
better left to the professionals.
 
Many people make the mistake of dealing with their bank for all their
financial needs but, more often than not, the best or most suitable
deals cannot be found there. In this difficult economic climate
everyone should benefit from the best financial advice, so by dealing
with one of our trusted independent financial advisers (IFAs), you can
be sure that your needs are catered for - both now and in the future.
 
With the average retirement age constantly rising and life insurance
premiums falling, there's no better time than now to consider your
options regarding the following:
 
- Personal pensions
- Company pensions, including auto-enrolment legislation
- Endowment policy reviews
- Life and health (critical or serious illness) cover including relevant life policies
- Investments and savings plans (eg ISAs)
- Business protection (keyman insurance, share protection etc)
- IHT (inheritance tax) planning
- Capital gains tax planning
- Mortgages and mortgage protection
 
Click here for more on why you should use an independent financial adviser.
"Never, ever go to a bank looking for a financial adviser. You'll get a commission-driven salesman. And that makes it almost inevitable that you'll end up with a product that is overpriced and most probably grossly unsuitable".

Merryn Somerset Webb, Moneyweek
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Tel: 01752 559936  email:
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