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 | ||
| 10686.89 | 59.85  |
0.563 |
| FTSE 250 | ||
| 23751.56 | 178.07 |
0.755 |
| FTSE 350 | ||
| 5809.31 | 33.73 |
0.584 |
| FTSE All Shares | ||
| 5745.21 | 33.1 |
0.579 |
| Dow Jones | ||
| 49625.97 | 230.809 |
0.467 |
| Nasdaq | ||
| 22886.068 | 203.34 |
0.896 |
Currencies
| Value | Move | % |
| 0 | ||
| 1.144 | 0.001  |
0.044 |
| GBP/NOK | ||
| 12.842 | -0.037  |
-0.284 |
| 0 | ||
| 12.202 | 0.001 |
0.006 |
| GBP/USD | ||
| 1.349 | 0.002 |
0.151 |
Biggest Movers
| Value | Move | % |
| SEGRO | ||
| 795.6 | +52.4 |
+7.05 |
| easyJet | ||
| 477.8 | -18.1 |
-3.65 |
