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If you want the highest expertise you will choose a Chartered Company.

Because we are chartered you know we are fully qualified to help you, that we work to the highest ethical standards and that our performance is constantly reviewed.

CII Corporate Chartered Financial Planners


We provide independent advice over the full range of financial and protection products. This means that we know and understand the ‘whole of the market’ of financial products and have experience and up to date knowledge of the full range of options. We are not tied in to any particular provider of financial products nor do we have particular inducements that make us favour any particular company. We will consider what is best to meet your needs and discuss carefully with you the comparative costs and how this impacts on your investment outcomes.

Our expertise

  • Financial planning advice
  • Investments, savings
  • Pensions Individual schemes; company schemes
  • Life assurance, private medical and critical illness cover
  • Inheritance tax and general tax mitigation
  • Protecting your family’s money
In fact, any expert advice you need about your money, provided ethically competently and personally.

Read the company profile as published in Financial journal New Model Adviser