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
- 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 | ||
| 10171.76 | 17.33  |
0.171 |
| FTSE 250 | ||
| 23268.44 | -122.191  |
-0.522 |
| FTSE 350 | ||
| 5546.94 | 5.13 |
0.093 |
| FTSE All Shares | ||
| 5487.32 | 4.9 |
0.089 |
| Dow Jones | ||
| 48814.69 | -200.91 |
-0.41 |
| Nasdaq | ||
| 23463.877 | -393.57 |
-1.65 |
Currencies
| Value | Move | % |
| 0 | ||
| 1.154 | -0.001  |
-0.052 |
| GBP/NOK | ||
| 13.179 | -0.07 |
-0.531 |
| 0 | ||
| 12.164 | -0.029 |
-0.238 |
| GBP/USD | ||
| 1.38 | -0.001 |
-0.058 |
Biggest Movers
| Value | Move | % |
| SEGRO | ||
| 795.6 | +52.4  |
+7.05 |
| easyJet | ||
| 477.8 | -18.1 |
-3.65 |
