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 | ||
| 10364.79 | 188.34  |
1.851 |
| FTSE 250 | ||
| 21688.19 | 484.479 |
2.285 |
| FTSE 350 | ||
| 5598.65 | 104.09 |
1.894 |
| FTSE All Shares | ||
| 5533.6 | 102.91 |
1.895 |
| Dow Jones | ||
| 46565.74 | 224.227 |
0.484 |
| Nasdaq | ||
| 21840.947 | 250.318 |
1.159 |
Currencies
| Value | Move | % |
| 0 | ||
| 1.147 | -0.001  |
-0.075 |
| GBP/NOK | ||
| 12.916 | 0.005  |
0.035 |
| 0 | ||
| 12.547 | 0.032 |
0.253 |
| GBP/USD | ||
| 1.325 | -0.005 |
-0.407 |
Biggest Movers
| Value | Move | % |
| SEGRO | ||
| 795.6 | +52.4 |
+7.05 |
| easyJet | ||
| 477.8 | -18.1 |
-3.65 |
