Based in Reading
• Highly qualified - Chartered and Fellow of the Chartered Insurance Institute (CII)
• Highly experienced - Working in Financial services & Wealth Management since 2006
• Independent - Advising on whole of market opportunities
A Family run firm built over 30 years of client trust. Backed by The AFH Financial Group - one of the largest advisory firms in The UK with in excess of £6 billion under management. We are offering telephone or Teams for all initial enquiries.
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
Can help with
Pensions & retirement
How can a financial adviser help me?
An independent financial adviser (IFA) can help you with many of
life’s big financial decisions, such as:
Accessing your pensions
Choosing how to take your pension income
Investing for the medium or long term
Protecting your family finances
Finding life insurance, critical illness cover and income
Starting a business
Setting up and managing a personal pension
Funding long-term care for yourself or a loved one
Leaving an inheritance while minimising tax
Your IFA will assess your whole financial situation and give you
unbiased advice on the options available to you. They will also
source financial products for you, independently of product
providers, so you can choose the most suitable ones from the whole
of the market. Finally, they will handle all the necessary
administration, to save you time and hassle.
Why use Unbiased?
Unbiased is the place to find advisers you can trust. Our site
offers one of the easiest and quickest ways to find the right
professional for you. Every professional is appropriately
regulated, qualified and independent of product providers, so you
can be sure of finding unbiased advice. Our smart system can match
an available professional to your requirements, so there’s no
time-consuming shopping around. Alternatively, you can browse a
list of local professionals and filter them to suit your