• Life Assurance/Mortgage Protection
• Residential and commercial mortgages
• Income Protection & Private Medical Insurance
• Inheritance Tax Planning
• Business Protection
• Retirement planning
• Open Market Option advice
• Investments (including ISAs)

Services we offer

As Independent Financial Advisers, we are able to offer our clients advice on products from every financial product provider in the UK.

Whether your requirements are from a personal or a corporate viewpoint we can help YOU to make an informed decision. Furthermore, we are able to offer specialist expertise in the field of mortgages generally (including buying to let and rent + buy) as well as retirement planning, investments and protection.

We can research the marketplace as a whole to obtain the most competitive prices (and the most appropriate terms and conditions) to match your requirements.

About Us

A small dedicated team of advisers who work to develop long term relationships with our clients. We ensure our clients financial requirements are catered for throughout the different phases of life by developing close personal relationships, applying our knowledge of our clients' needs and the marketplace to every aspect of finance.

Why choose us

As Financial Advisers, we are able to offer our clients advice on products from every financial product provider in the UK.

Whether your requirements are from a personal or a corporate viewpoint we can help YOU to make an informed decision. Furthermore, we are able to offer specialist expertise in the field of mortgages generally (including buying to let and rent + buy) as well as protection for you and your family.

We can research the marketplace as a whole to obtain the most competitive prices (and the most appropriate terms and conditions) to match your requirements.

We hope you continue to enjoy our site and find it of value and interest

Life Assurance

THERE ARE MANY FORMS OF LIFE ASSURANCE, SOME OF WHICH ARE MENTIONED IN THE ADJOINING PAGES TO THIS SECTION. CHOOSING THE RIGHT ONE FOR YOU CAN DEPEND UPON A NUMBER OF FACTORS INCLUDING TAX, COST AND THE PROTECTION REQUIRED.

You can use the information and tools on this site to gain a basic understanding of what is available, however this information is only an overview, only experienced, independent advice following a full review of your circumstances will ensure you find a solution that provides peace of mind.
Life assurance can be used to protect income, loved ones and businesses and, in certain circumstances, can be arranged in such a way as to minimise the effect of tax.

Whole of life

Income Protection

WHETHER YOU ARE EMPLOYED OR SELF-EMPLOYED, PROTECTING YOUR INCOME AGAINST SHORT, MEDIUM OR LONG-TERM HEALTH PROBLEMS CAN BE A CONCERN..


There are a multitude of companies who can offer this protection on a stand-alone basis or can tailor extra protection around any existing arrangements you have.