About Us...
Our company was established in October 1990 and over the years we have developed into wealth management specialist. The majority of our clients have been with us since the mid nineties, and we continue to build, long term, close working relationships with our clients, so that we can understand their circumstances, the challenges they may face, the issues that are important to them, their concerns and ambitions.
- Helping our clients identify and achieve their goals -
Personal Service
In this digitised, very impersonal world, we know that it is comforting to our clients that they can actually “speak” to a real person regarding matters or issues.
Planning for a comfortable financial future is difficult in this unpredictable ecconomic enviroment where there are lots of unknowns - inflation, geo-political events, global trade issues and the headwinds caused by a decade of accumulated debt, a pandemic and spiraling inflation.
Uncertainty is one of our clients' main concerns we find.
Identifying and setting your goals is the first step to success. It gives focus and direction.
That's where we can help.
We ask the questions, consider your future, give you straight-talking advice and find the right financial solution by:
- identifying your short, medium and long-term goals;
- clarifying precisely what you want from life;
- mapping out your route to get there;
- providing easy to understand written recommendations before you make any decisions;
- adjusting your plan during significant life changes.
Being independent we will look after your personal interests. We can search thousands of options to find the most suitable solutions for you.
Investment Risk
The value of your investments can go down as well as up and you may not get back the full amount invested.
Call us now on 0113 266 9111 to arrange an initial meeting to explore our services in greater detail.
A World of Opportunities
Through Independent Financial Advice
ESTABLISHED - PROFESSIONAL - TRUSTED - PERSONAL
We provide financial advice and planning to people who want to ensure they make the right financial decisions at the right times to make a lasting difference.