FCA verified
24th April 2017

Access | Wealth | Management

Independent Financial Adviser Station House, Station Road, Wylam, Northumberland, NE41 8HR
We can advise you on
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Group protection
    • Taxation planning
Meet our advisers
James Anthony Clancy
Where to find us
About us

We are an Independent Wealth Management Practice that offers;
Holistic advice and support to a limited number of clients, who are business owners, professionals, or wealthy through inheritance, divorce or retirement.

Most successful people today are too busy or do not always have the time or inclination to put into place a strategy to manage their personal wealth.

You are from a select group who respects and values our advice, which you will find;
Structured uncomplicated and transparent services that will benefit you by adopting a plan for your wealth that you believe in which you allow us to manage for you over time.

Preferred clients
Minimum wealth (income/assets)

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