Our credentials

We are fully qualified Independent FCA authorised advisers  

We are well placed to provide you with fully independent and impartial advice, and access to all the best product providers. As “Whole of Market” financial advisers advisors we are not tied to any one provider, so we remain entirely impartial & unbiased and work only in the very best interests of all our clients. We can advise on products from all providers.

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What we do

Whether you are looking to invest for your future, minimise your tax, are looking to retire, find a mortgage, release equity, or simply wish to review your, your business’s, or your family’s overall financial position, we are here to help. Our expert advisors provide clients with impartial & unbiased independent financial advice in all areas of finance, including:

  • Pensions
  • Investments
  • Mortgages
  • Protection
  • Tax planning
  • Later life planning

Our financial advisors will always act in your best interests to ensure that you can make important decisions about your finances with confidence.

Our qualifications

We have a wealth of experience, and all the qualifications necessary to be able to provide advice in all areas of finance. We have the necessary specialist financial qualifications to cover all areas including …

  • Personal Tax (CII) / J01
  • Chartered Associateship (LIBF)
  • Award in Pension Transfers / AwPETR
  • Certificate in Long-Term Care Insurance (LIBF) / CeLTCI
  • Certificate in Regulated Equity Release (LIBF) / CeRER
  • Advance Diploma in Financial Advice (LIBF) / AdvDipFA
  • Certificate in Long-Term Care Insurance (CII) / CF8
  • Advanced Cert Mortgage Advice & Practice (LIBF) / Adv CeMAP

As a minimum advisors have to be qualified at Level 4 or above of the Qualifications and Credit Framework (equivalent to the first year of a university degree), and also need to have an annual Statement of Professional Standing (SPS). Additionally, depending on what areas are covered, other specialist qualifications may be necessary.

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ICO Data Protection no: ZA558597
FCA Authorisation no: 839690

Pensions

The best pension options

Let our qualified pension experts advise on the best pension options for you & your family's future ...

Investments

Wise investment choices

all the latest products available as of April 2021 ...

Mortgages

Latest rates for 2020

Our qualified mortgage experts can advise on the best options ...

Protection

Plan for the unexpected

Helping you arrange the best protection for you and your family ...

Tax planning

Are you tax efficient?

Independent & impartial advice on tax planning products from all providers

Later life

The future is inevitable

Our needs are different in later life, and with effective later life planning we can be prepared

find your financial freedom !