Our long standing relationship with clients has been built on strong foundations due to our commitment in providing honest and professional advice.
We have a manageable client base because we want to continue to deliver on the high level of service we have agreed on.
Our clients tell us that they feel very comfortable knowing that their money is in safe hands. Our regular contact with them helps us build on this trust and confidence. Our propositon aims to manage our clients wealth in line with agreed risk profiles.
Our clients also tell us that there are no surprises because they understand what they have purchased, how they work and how much risk they are taking,the charges and time frames we are working to.
We are based in Godley, Tameside which is in easy reach of the motorway network. This means we can reach clients further afield. For example we have a client base in Stafford that we have built up through recommendations over the past 15 years.
David Bunyan DipPFS CeMAP is our Independent Financial Advisor and Managing Director. He will provide you with the advice personally and will also deliver any ongoing services that we agree with you.
We specialise in retirement options advice including Lifetime Annuity & Flexi Access Drawdown options and have an excellent track record for delivering on agreed inital and ongoing advice processes.
We have a number of corporate clients and have a lot of experience in setting up Group Pension and employee benefit schemes.
We have been investing client money for 30 years with great success.
We also have a lot of experience in setting up appropriate Trusts to help mitigate inheritance tax and to ensure your beneficiaries get your money, rather than it going to the Tax Man.
22 Oaklands Road, Godley, Hyde, Cheshire, SK14 3DD
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