We are Independent Financial Advisers based in Bourne End, providing a high level of individual service to clients in the UK. Formed in 1999, we have considerable experience of helping both individuals and businesses to identify, evaluate and meet their financial planning needs. We believe in providing a ‘holistic’ service, looking at our clients’ entire financial circumstances before making and implementing recommendations that are aimed at reducing unnecessary expenditure in order to release money to meet investment and other needs. We pride ourselves on the care we take and are frequently able to save clients’ money simply by altering their current arrangements. Clients have the option of paying our fees in a variety of ways, although payment can be made by commission in respect of any non-investment products arranged.

Services include:

Personal

• Pensions & Retirement Planning
• Inheritance Tax Planning
• Wealth Management
• Mortgages
• Equity Release
• Life Insurance, Critical Illness Cover & Income Protection
• Retail Investments Including ISAs & Bonds

Business

• Workplace Pensions
• Group Healthcare
• Group Protection
• Director & Employee Benefits