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 | ||
| 10332.3 | -41.21  |
-0.397 |
| FTSE 250 | ||
| 23186.29 | -192.07 |
-0.822 |
| FTSE 350 | ||
| 5621.88 | -25.01 |
-0.443 |
| FTSE All Shares | ||
| 5560.48 | -25.13 |
-0.45 |
| Dow Jones | ||
| 50687.07 | -620.719 |
-1.21 |
| Nasdaq | ||
| 26853.977 | -239.924 |
-0.886 |
Currencies
| Value | Move | % |
| 0 | ||
| 1.156 | -0.001  |
-0.078 |
| GBP/NOK | ||
| 12.505 | 0.003  |
0.028 |
| 0 | ||
| 12.616 | 0.086 |
0.688 |
| GBP/USD | ||
| 1.342 | -0.005 |
-0.334 |
Biggest Movers
| Value | Move | % |
| SEGRO | ||
| 795.6 | +52.4 |
+7.05 |
| easyJet | ||
| 477.8 | -18.1 |
-3.65 |
