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 | ||
| 9667.01 | -43.86  |
-0.452 |
| FTSE 250 | ||
| 22063.95 | -7.041 |
-0.032 |
| FTSE 350 | ||
| 5270.32 | -21.44 |
-0.405 |
| FTSE All Shares | ||
| 5213.58 | -20.73 |
-0.396 |
| Dow Jones | ||
| 47954.99 | 104.047  |
0.217 |
| Nasdaq | ||
| 23578.129 | 72.992 |
0.311 |
Currencies
| Value | Move | % |
| 0 | ||
| 1.145 | 0.001  |
0.061 |
| GBP/NOK | ||
| 13.477 | -0  |
-0.001 |
| 0 | ||
| 12.531 | -0.023 |
-0.18 |
| GBP/USD | ||
| 1.333 | 0.001 |
0.055 |
Biggest Movers
| Value | Move | % |
| SEGRO | ||
| 795.6 | +52.4 |
+7.05 |
| easyJet | ||
| 477.8 | -18.1 |
-3.65 |
