Prospect House, Troisdorf Way, Kirkleatham Business Park, Redcar, Cleveland, TS10 5RXMake an enquiry
With over £90 million of client assets under management we are regarded as one of the leading IFA firms in the North East of England. We were originally founded in 1985 and we have grown through word-of-mouth recommendations from satisfied clients.
We currently have 3 investment advisers, 1 mortgage adviser and 7 highly experienced support staff. This means we are always able to provide a consistently high level of service to both new and existing customers.
We offer a free initial consultation to allow new clients to allow you to see if our services are suitable for you.
Our clients say our advisers are able to take complex financial concepts and explain them in a very easy-to-understand manner.
Our advisers will discuss your financial wants and needs in great detail, in order to ensure their advice is tailored to suit your personal goals.
We are Independent. This means we are not tied to any product providers so you can be confident you are getting the most suitable advice for your circumstances.
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