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 | ||
| 10498.09 | -110.99  |
-1.046 |
| FTSE 250 | ||
| 22971.72 | 31.51  |
0.137 |
| FTSE 350 | ||
| 5696.88 | -53.06 |
-0.923 |
| FTSE All Shares | ||
| 5633.04 | -52.02 |
-0.915 |
| Dow Jones | ||
| 49149.38 | -293.18 |
-0.593 |
| Nasdaq | ||
| 24259.965 | -144.428 |
-0.592 |
Currencies
| Value | Move | % |
| 0 | ||
| 1.151 | 0  |
0.039 |
| GBP/NOK | ||
| 12.605 | -0.046  |
-0.362 |
| 0 | ||
| 12.394 | -0.023 |
-0.186 |
| GBP/USD | ||
| 1.351 | 0.001 |
0.05 |
Biggest Movers
| Value | Move | % |
| SEGRO | ||
| 795.6 | +52.4 |
+7.05 |
| easyJet | ||
| 477.8 | -18.1 |
-3.65 |
