Our Roots

Since 1990 we have been offering tailored solutions to individual  needs. With the strength of many of the leading Financial Institutions behind us and a wide range of quality products, we have found that there is something to suit everyone's needs. Our commitment is to you and your financial future.

Growing Together

We believe that the advice we give is merely the beginning of a long term working relationship with our clients. All our dealings are based on the ethos of integrity, honesty and reliability.

• We offer advice you can trust.

• The recommendations we provide are bespoke to meet your specific requirements.

• We will recommend products that will give value for money.

• We are here today and will be here tomorrow for you to rely on.

• Our business has grown by embracing these principles. We are proud that so many satisfied customers repeatedly return and that so much of our new business comes via recommendations

Peace of mind

We are proud to be appointed representative of Openwork Limited which authorised and regulated by the Financial Services Authority

We are covered by the FSCS. You may be entitled to compensation from the scheme if we cannot meet our obligations. This depends on the type of business and the circumstances of the claim.

Insurance
Insurance advising and arranging is covered for 90% of the claim, without any upper limit.

Mortgages
Mortgage advising and arranging is covered up to a maximum limit of £50,000.
Further information about compensation scheme arrangements is available from the FSCS.

As all information given to us is stored on computer, we strictly follow the Data Protection Act and are fully licenses.