We are an award winning Accredited Financial Planning firm. As a small business we take pride in our high level of personal service. You will find that we all know who our clients are, regardless of who you speak to, making sure that you feel valued. We have excellent all round technical knowledge with our advisers being educated and qualified as Certified Financial Planners. We have been around for a while, over 30 years! We look after both Individuals approaching or in retirement, as well as corporates looking for top quality provisions for their employees.
We are holistic Financial Planners who look at how your lifestyle and finances work together to provide peace of mind that you can live life, with the peace of mind of knowing that you will never run out of money. Our main area of specialism is Retirement planning, looking after those who are starting to think about retirement, perhaps in 5 years time, and have all of the uncertainties associated of losing control of your earnings. Retirement involves all of your wealth, we are not just pension advisers, it is vitally important that joined up thinking is used when planning.
Suite 15, Cross Street Court, 11-13 Cross Street, Peterborough, PE1 1XA
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.