Size

Established in 1992, we are one of the largest firms of Independent Financial Advisers in the North West of England. We have a total of 26 staff, consisting of both male and female advisers. We have a total of 12 advisers, all of whom are fully qualified to offer their professional advice. Along side this team we have sophisticated computer systems designed to back up our friendly admin support team.

Face-to-Face contact

We have a highly professional team of many qualified financial advisers that are available to see you in our new offices, at your place of work or in your home.

Pension Transfer Specialists (G60 Qualified)

We are qualified to advise you on all aspects of retirement provision.

Truly Independent

First and foremost we provide advice, and then we search the whole of the market for the most suitable product. We are not tied into any one provider or any linked panel of providers. We offer fully unbiased financial advice.

Authorised and regulated by the FSA.

Offer the option of Fee or Commission

We have many payment methods that are tailored to suit all individual needs. You can pay us by fee or we can take a commission from any product which we recommend. We are happy to discuss which method provides the best value to you.