Established in 1989, we have an exceptional knowledge bank and pool of expertise built up over years of experience. We add value to clients through our personal approach.The Government’s Retail Distribution Review brings welcome changes to the industry.We are proud to retain our independence and believe the RDR will allow people to make a more informed choice as to who they appoint as their adviser prompting those who have been receiving a poor service to change advisers.
We are independent and have a genuine interest in looking after our clients’ needs as our team aren’t driven by targets or commissions. The company specialises in managing investments for private clients, managing relatively small amounts up to millions. We also have a niche in the medical market and provide specialist advice to GPs and Consultants. Our knowledge of complex pension legislation is widely respected by other professionals.
BW House, 2/3 Park Road, Gosforth Business Park, Newcastle upon Tyne, Tyne & Wear, NE12 8DG
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