We have a wealth of experience in dealing with your financial planning concerns, and pride ourselves on the ethos of our culture: to treat you, the customer, fairly. We offer professional, bespoke independent advice in the following areas of financial planning: Investment Advice, Pension Planning and Retirement Options, Equity Release, Mortgages, Protection and General Insurance.
You can be assured that the advice you receive is of the highest calibre: Company Director, Mr. Stephen Beverley, holds a BA (Hons) Degree in Financial Services, having specialised in Pensions & Investments, the Diploma in Financial Planning (Dip PFS), along with more product specific qualifications such as: CeMAP (the Certificate in Mortgage Advice and Practice), AF3 (Advanced Pension Planning) J04 (Pension Funding Options), J05 (Pension Income Options) and ER1 (Equity Release qualification).
We also hold the necessary Financial Services Authority permissions to conduct all forms of Equity Release. Be aware that many firms claiming to offer Equity Relase Advice only give you the option of a lifetime mortgage and do not offer Home Reversion Schemes as part of their service.
If you are looking for advice in any of the areas mentioned in the ‘Our Services’ section, please do not hesitate to contact us. We are confident that you will find the experience extremely informative but, more importantly to you, cost effective in reaching your financial goals. Because we are independent, we can be objective about your financial needs and priorities. Why not take advantage of our experience and expertise by arranging a FREE NO OBLIGATION inital consultation.