2 Lower Packington Road, Ashby De La Zouch, Leicestershire, LE65 1GDMake an enquiry
Established in 1999 we are a firm of experienced Chartered Financial Planners and Independent Financial Advisers (IFAs) with offices located in Hertfordshire, London and Leicestershire.
Our advisers can provide a comprehensive professional service offering advice on a variety of products including pensions, investments, mortgages and protection. We work on a fee basis and all costs will be discussed with you at your first meeting, which will be free of charge. We also support corporate clients with employee benefits solutions and company specific financial advice.
Being independent allows us to select the most competitive products suitable to meet our clients needs. We pride ourselves on being friendly, approachable, ethical and knowledgeable, providing a ‘Client Focused’ service which is delivered without jargon!
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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.