Financial Advice in Rutland Oakham and Stamford

We give independent financial advice to individuals and businesses and also on specific matters such as; investment for income, pensions or pre-retirement planning, SIPPs and annuities.

Why use us?

  • Recommended – Since we were established in 1983, personal referrals have been the main source of our business; we think this speaks for itself.
  • Convenient – Situated on the edge of Stamford, with easy parking. We are within easy reach of Oakham, Stamford, Leicester and Peterborough. Our office is handy for the East Midlands and East Anglia.
  • Personal Service – We believe in the friendly and personal touch, personal service is most important to us.


Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:

The Financial Ombudsman Service Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9 123


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