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About

We put clients at the forefront of our business, we listen and offer analysis of clients needs and aspirations.
We are totally Independent and engage with all the companies and products in the market place.
Offering Specialist advice in the area of Pensions and Investments.

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Reviews (6)

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Chris obrien

15 June 2016

Absolutely fantastic service would recommend to anyone. Friendly team to work with. Efficient service. Thanks

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Barbara Jones

15 June 2016

I have invested my savings with this Company for many years and have always had good advice, including answers to my numerous questions.

J

Joanna Trionne

15 June 2016

I have always been very pleased with the service and results I have received from them

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Claire

15 June 2016

Laurence made my first experience with a financial advisor a pleasent one putting me at ease throughout the process looking forward to working with IFA Home Counties for the future

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Shaun Franks

15 June 2016

I was referred to Laurence by a friend and i am happy with the advice i have received to date

K

Karen Brondy

15 June 2016

I had a number of pensions and investments and they have been very well handled since 2009

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Q&A

It gives great satisfaction to know that my clients are placed in the best possible area for there needs.

I decided in 2008 that clients needed a service which offered clear and independent financial advice with fare and clear fees.

I have 25 years experience in financial services and i have taken and passed all the qualifications that are avaiable

Services

Analysis of Occupational Pension Arrangements, Personal Pensions, Stakeholder Schemes, Self Invested Personal Pensions, Contracted Out of SERPS arrangements etc. You could be stuck in a high charging poor performing arrangement, let us offer our independent analysis

We can offer a deep scan of your current portfolio in order to ascertain the real value and returns and the risk level.

Have you made the first step in Estate Planning by making a will, if not we can help. If you have already made a will you might be interested to know that by a few adjustments you may help keep your wealth within the family this may be by making adjustments for Inheritance Tax or to avoid Old Age care home fees. We offer a free initial consultation