Look no further for all of your financial needs

Are you looking for expert advice on Residential Mortgages, Commercial Loans, Retirement and Investment Planning or Accountancy? Then contact our trusted independent financial advisers and accredited chartered accountants.

There are many different types of finance you may be looking for and are available on the market. It can be confusing to know which approach is right for you, so we have outlined some of our financial services below.

Residential Mortgages

  • House Purchase
  • Re-mortgage
  • Buy to Let
  • Let to Buy
  • Adverse Credit *

Commercial Loans

  • Investment Property *
  • Owner Occupied *
  • Development *
  • Bridging and Short-Term*
  • Bank Introductions *

Retirement Planning

  • Personal Pension Planning
  • Executive Pension Planning
  • Self-Administered Schemes
  • Tax Efficient Pension Planning
  • Annuities Best Rate Service


  • Sickness & Accident Protection
  • Redundancy Protection
  • Income Protection
  • Private Medical Insurance
  • Life & Critical Illness

Investment Planning

  • Lump Sum Investments
  • Guaranteed Investments
  • Regular Savings Schemes
  • Child Benefit Planning
  • School Fees Planning
  • Tax Efficient Savings Schemes

Business Advice

  • Keyman Protection
  • Partnership Protection
  • Business Finance *
  • Company Pension Schemes
  • Stakeholder Pensions Advice
  • Company Medical Insurance

General Insurance

  • Household Insurance
  • Contents Insurance
  • Commercial Insurance
  • Public Liability Insurance

Taxation Planning

  • Full Accountancy Services *
  • Capital Gains Tax Planning
  • Inheritance Tax Planning
  • Tax Advisory Service *

If the service you're looking for is not mentioned above, please contact us outlining the service you require. The *FSA does not regulate these services.

Note: Mortgages and associated products are regulated by the FSA. Your home maybe repossessed if you do not keep up the repayments on your mortgage.

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