Cross Street Court
11/13 Cross Street
Monday: 9am - 5pm
Tuesday to Thursday: 9am - 5:30pm
Friday: 9am - 5pm
Saturday to Sunday: Closed
We are an award winning company of Financial Planners and Advisers. We produce comprehensive financial plans to help you to plan your future into retirement with the lifestyle that you are looking forward to. Our services are particularly suited for professionals with earnings above £100,000per annum or those who have built up assets greater than £400,000. We also help companies with their employee benefit schemes for those looking for excellent benefits and advice for their employees.
Clear Fee Structure by Certified Financial Planners. We are one of the few companies in the UK offering a true financial planning service Accredited by the Institute of Financial Planning, the Professional Body for Financial Planning in the UK.
Financial Planning is a combination of Independent Financial Advice and Life Planning. Financial Advice is product related, making recommendations on suitable products. The real value in what a Financial Planner can offer you though is putting together a 'Plan' for you future. This means finding out about 'YOU'! You are the centre of a Financial Plan, what sort of lifestyle you would like to lead, when you would like to stop work, where you would like to retire, then we plan your wealth around your lifestyle, not the other way around! Contact us for a no obligation chat about how we can help.
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