We are based in The Old Brewery in Castle Eden. We offer a broad comprehensive range of financial solutions for our clients. I have worked in the industry for 20 years now and have the qualifications and knowledge to help our clients make financial decisions for their future.
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What do you love most about your job?
Meeting so many different people with so many different financial needs. Being able to help people with their financial planning and being with them on their journey.
What inspired you to start your own business?
Being able to instill my own ethos of helping people and advising them on their own needs and circumstances.
Why should our clients choose you?
If people want the best service and the best advice done in a efficient way then we are the people they need to see.
Can you provide your services online or remotely? If so, please add details.
Yes, we have Zoom and Teams accounts for those who need remote advice.
What changes have you made to keep your customers safe from Covid-19?
Remote service and advice. We dont come into contact with anybody else at the moment, although our office is open. We are not doing face to face appointments and we have sanitisers and regular cleaning throughout the office.
Retirement planning
Advising clients around how to plan for their retirement.
Mortgage Advice
Offering advice across a broad range of mortgage options
Protection advice
Whether its protecting your mortgage, income, family or business, we can offer solutions to cover all aspects of protection.
Investment Advice
We can offer a broad range of investment vehicles to cater to people needs. Taking into consideration risk, tax, performance and ethical views.
