The Value of Financial Advice

New research sponsored by Royal London shows those customers who receive financial advice can be better off on average by £40,000.

Read the full article here.

For more information on how we can help why not contact us on 01543 440300 or

Today is the right time

We advised our client to delay taking his pension a few years ago, as it had special benefits. We’ve today set up an annuity for him, which is 159% higher than he could buy on the open market.

Why not make an appointment with us TODAY on 01543 440300 to review your finances, and see what we can do to help you?

Have you checked your pensions or savings recently?

With so much going on, it’s easy to simply file those pension and investment statements without a second glance, as surely the provider will be making sure that your nest egg is performing as effectively as possible.

Well, think again. In many circumstances, unless you make a conscious effort to review performance and change your investment strategy, then nothing at all will happen to ensure that your investments strategy is working in the way it was designed.

Why not call or email us for a no-obligation appointment on 01543 440300 or


Call us now