Financial planning to secure your future
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 in Rutland, just off the A1, 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.
As an Independent Financial Adviser we provide advice on all types of investment products that might be suitable for you from all firms across the market:
- Personal Protection - Life Assurance, Income Protection
- Business Protection - Keyman Assurance, Share-Purchase Cover, Group Life Assurance
- Pensions - Individual and Corporate pension and pre-retirement planning, Self-Invested Pensions
- Investments - ISAs, investing for income, tax efficiency, investment review service
- Inheritance - Tax Planning, Wills
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