We wanted to build a business that holds true to traditional values, meaning you could trust us to give you the best financial advice and know you are safe in our care. Our ethics and expertise will enable you to enjoy a journey to financial freedom, one where you make the right choices for your future - with us guiding you along the way. We will do this with passion and determination, so you can trust us to be your financial adviser. We will always look at ways of using technology and innovation to make sure you get what you need when you need it, and for a price, you can afford. We started this journey, so you can be assured we will never stop looking for ways to improve what we do for you. We will constantly look to the future, so we can help you successfully negotiate yours. You will be offered the choice between a traditional face-to-face meeting or a 'virtual' Skype meeting - so you will always be able to access our specialists wherever you are. Let us be your innovative financial adviser.
I started my career as a mortgage adviser but I soon realised that I needed to offer holistic financial planning and therefore I studied to become a financial adviser. With 17 years of experience as a financial adviser, I am able to provide financial advice in a jargon free manner that my clients find easiest to understand. I am a diploma qualified financial adviser and also hold the CeMap qualification.
Highfield Chase, Dewsbury, West Yorkshire, WF13 4DG
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