"Personal face-to-face financial advice since 1986"
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"First we’ve got to figure out
where you want to go. Only then can
we plan how to get you there."

Let's Talk

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"“You are never too old to set
another goal or to dream a
new dream – C. S. Lewis"

Let's Talk

To arrange a no obligation appointment with our experienced adviser call us now on 01299 878542


Our objective is to achieve steady growth in the value of your capital in the most tax efficient way.


Wealth accumulation or income in retirement we can help you secure a long and prosperous retirement.

Estate Planning

The purpose is to preserve, protect and pass on family wealth. We can help you ensure your Will reflects your wishes.

Contact us

If you are interested in becoming a client or you would like to learn more about our services, please contact us.

Where you have a complaint or dispute with us and we are unable to resolve this to your satisfaction we are obliged to offer you the Financial Ombudsman Service to help settle this.
Please see the following link for further details: http://financial-ombudsman.org.uk

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