We specialise in investment portfolio and retirement planning. Advanced qualifications in taxation, trusts, investments, equity release and long term care means that we are able to offer professional high quality advice. In addition, Paul Barnard is a qualified Willwriter with the Society of Willwriters and so can take a wider view of clients' needs.
We have clearly defined service levels, offer value for money and a great service. So why are you hesitating?
Contact us now!
We explain things clearly; we treat you as an individual and spend time discussing your hopes, fears and attitude to investment risk before providing you with a comprehensive report. After that, we will review your portfolio once or twice a year, face to face (depending on the level of service selected) and you will not be "abandoned".
The banks may have pulled out of retail investment advice, some companies only offer a restricted service. We aim to continue to offer a full, whole of market service. We avoid the “too good to be true” products like the plague!
Drayton Old Lodge, Drayton High Road, Drayton, Norwich, NR8 6AN
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