Over 20 years overall adviser experience; Mortgage Pension and Wealth specialists Local, family-run financial advice firm.
We pride ourselves in providing a comprehensive financial planning service in an approachable and friendly manner; having worked with a variety of clients ranging from individuals to local government departments, we have a proven record of establishing lasting relationships, built on fairness and trust.
Our Mission
As a family firm, we treat all clients as we would expect to be treat ourselves. We aim to:
- provide you and your family with a comprehensive, holistic, financial planning service in a friendly, courteous manner.
- treat everyone with respect.
- let you know if we cannot help you, and point you in the right direction.
- treat customers fairly.
What we accomplished
- Pension Specialists of the Year 2018 & 2019 – SME News UK Northern Awards
- Best Personal Financial Advisory Award 2018 & 2019 – SME News UK Northern Awards
- 15+ years in the Financial Services industry
- Part of the Quilter Financial Planning Network
- Pension Transfer Specialists (Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people)
London Stock Exchange
| Value | Move | % |
| FTSE 100 | ||
| 8213.49 | 41.34  |
0.506 |
| FTSE 250 | ||
| 20164.54 | 112.209 |
0.56 |
| FTSE 350 | ||
| 4515.5 | 23.06 |
0.513 |
| FTSE All Shares | ||
| 4469.09 | 22.94 |
0.516 |
| Dow Jones | ||
| 38675.68 | 450.02 |
1.177 |
| Nasdaq | ||
| 16156.328 | 315.37 |
1.991 |
Currencies
| Value | Move | % |
| 0 | ||
| 1.165 | -0.003  |
-0.264 |
| GBP/NOK | ||
| 13.653 | -0.135 |
-0.98 |
| 0 | ||
| 13.571 | -0.039 |
-0.285 |
| GBP/USD | ||
| 1.255 | 0.001  |
0.107 |
Biggest Movers
| Value | Move | % |
| SEGRO | ||
| 795.6 | +52.4 |
+7.05 |
| easyJet | ||
| 477.8 | -18.1 |
-3.65 |
