Independent Financial Advice
We offer a comprehensive Financial Life Planning Service but specialise in investments and short term insurance
Comprehensive Financial Life Planning
We cover all aspects of financial planning including: life and disability cover, estate planning (including wills), investments and retirement planning.
We contract with all the major product providers.
Short Term Insurance
​Personal & Commercial
We offer comprehensive short term insurance cover for your home, contents, cars and other personal items.
We also cater for all types of businesses with our Commercial Lines policies
Pre & Post-Retirement Investment Planning
Investing to provide a sustainable retirement income is probably one of the most challenging aspects of financial planning.
We have conducted extensive research and are well positioned to advise you.