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 | ||
| 8706.75 | 26.46  |
0.305 |
| FTSE 250 | ||
| 20149.84 | 121.93 |
0.609 |
| FTSE 350 | ||
| 4753.7 | 16.32 |
0.345 |
| FTSE All Shares | ||
| 4701.46 | 15.99 |
0.341 |
| Dow Jones | ||
| 41841.63 | 353.438 |
0.852 |
| Nasdaq | ||
| 17808.664 | 54.578 |
0.307 |
Currencies
| Value | Move | % |
| 0 | ||
| 1.187 | -0.002  |
-0.202 |
| GBP/NOK | ||
| 13.639 | -0.063 |
-0.46 |
| 0 | ||
| 13.046 | -0.06 |
-0.455 |
| GBP/USD | ||
| 1.3 | 0.001  |
0.045 |
Biggest Movers
| Value | Move | % |
| SEGRO | ||
| 795.6 | +52.4 |
+7.05 |
| easyJet | ||
| 477.8 | -18.1 |
-3.65 |
