Welcome
We are committed to delivering high quality financial planning service through establishing trust. This can only be earned by delivering and maintaining long term relationships with our personal and corporate clients. Something we are proud to say we adhere to. Initially we consult with our clients to discuss and agree the basis on which our professional services are required to meet their immediate and future expectations. We offer a clearly defined service, a transparent fee structure and an ongoing review proposition tailored to match our client’s individual preferences.
Following this we then discuss and agree the financial plan. It is also our policy to treat our clients as we ourselves expect to be treated. Our objectives are to set out a professional agenda so that the needs of you, our client, can be monitored and future expectations met in the fullness of time.
Independent Financial Advice
We offer a comprehensive Independent financial planning service for all your investment, retirement and protection needs including:
- Life Assurance - How much cash would your family need to maintain their current lifestyle if you die prematurely?
- Income Protection - Would you require a regular income or a cash sum if you suffered a serious illness or disability?
- Pension Planning - When do you want to retire and how much income will you need?
- Investments/Regular Savings - Are you making the best use of any spare capital or surplus income?
- Estate Planning - Have you arranged to maximise the value of your estate for the benefit of your loved ones?
We hope you find the site both useful and informative. Over time our aim is to expand the site to offer more services such as viewing your policies and portfolios securely on the site but we would welcome your feedback not only on the current content and presentation of the site but how you feel it could be improved or indeed what other services or information we could include to help you.
If you do have any suggestions please contact us. You can call, fax, e-mail or use one of our contact forms.
| Europe | ||||||
| London | ||||||
| Index | Value | Move | % | |||
| FTSE 100 | 8,420.26 | -18.39  | -0.22 | |||
| FTSE 250 | 20,749.90 | -72.94 | -0.35 | |||
| FTSE 350 | 4,631.57 | -10.97 | -0.24 | |||
| FTSE All Share | 4,584.23 | -10.47 | -0.23 | |||
| Americas | ||||||
| New York | ||||||
| Index | Value | Move | % | |||
| Dow Jones | 40,003.60 | 134.21  | 0.34 | |||
| Nasdaq | 16,686.00 | -12.36 | -0.07 | |||