Independent Financial Adviser 84 Willow Road, Barrow upon Soar, Loughborough, Leicester, Leicestershire, LE12 8GQ
FCA verified
17th June 2019
We give Independent Financial Advice, so you can focus your time and effort on the important, enjoyable things in life!!
We can advise you on
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Buy to let
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Remortgage
    • Residential
    • Right to buy
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Long term care
Meet our advisers
Where to find us

84 Willow Road, Barrow upon Soar, Loughborough, Leicester, Leicestershire, LE12 8GQ

About us

It is one of my ambitions to really know my customers to provide long term sustainable relationships. Wealth management is my business. I have individual accountability for delivering quality advice as standard. Get it right first time and review it regularly to insure it remains appropriate. I feel it is important to treat customers fairly and appropriately.
I am totally independent and I promise at all times never to advise you on any product other than the one most beneficial for you

Our services

I specialize in reviewing your pensions, investments and other financial products to make sure where you are invested or what monthly premiums will meet your financial goals for the future. If you have statements from pension providers you don't understand, think you are paying too much on your mortgage, or have not had a financial review for more than 12 months you could benefit from an initial consultation with us.

My mission is to assist clients make the most of their investments and guide them through the important financial decisions needed for later life.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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