20-22 Station Road
We are an independent financial adviser firm with experience in advising clients dating back
to 1992. We offer a broad range of services and advice on mortgages, pensions, protection, savings and investments to clients throughout the UK, but primarily in London and the south-east.
We are committed to providing a professional, personal service to all our clients and to form lasting relationships with them. Every client is different and we therefore ensure that our recommendations to you are tailored to your individual requirements and needs, to
minimise your financial concerns and maximise your security.
Our charges can be met in a number of different ways, depending on the nature of the advice we give. If it relates to pure protection, we can be paid by fee, commission paid by the
product provider (if, as result of the advice we give, you buy a financial product), or a combination of both fee and commission.
For mortgage advice we can be paid by commission from the lender, or we can charge a fee of typically 0.5% of the loan amount.
For all other types of business we will agree a fee with you which may be paid either directly
by you or, where we arrange an investment product for you, from the funds invested in that product.
Our initial meeting is always free of charge, and during that meeting we will agree with you how you would prefer to pay us. We will always tell you in writing about any commission we earn. We are happy to arrange to meet you at our offices, your home or your place of work, whichever is most convenient to you.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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The largest financial commitment decision most people make is their mortgage and it is therefore vital that you are able to choose which mortgage is right for you.
So what are we trying to protect ourselves against? Most of us will already have some form of insurance, possibly of their car or their home, but protection here means covering the “what ifs" in life.
It is no secret that the country's finances are in a dreadful state and that this will continue for years to come
If you are planning to retire in the next few years you are no doubt thinking about how to take an income from the pension fund you have built up.
It is important to distinguish between savings and investments. Savings are money which is put to one side, often on a regular basis, for short-term purposes,
Monday to Thursday: 9am - 6pm
Friday: 9am - 5pm
Saturday to Sunday: Closed