A modern and innovative firm of Independent Financial Advisers/Wealth Managers established since 1988 and owned by the region’s largest firm of Chartered Accountants, who have been in business since 1935.
9 fully qualified and authorised advisers whose collective knowledge and expertise cover all aspects of personal and corporate financial planning including being authorised to provide advice on DB (final salary) scheme pension transfers. Our advice is unbiased and unrestricted, delivered through a choice of different client service levels to fully meet your needs.
Initial meetings are held on a no obligation, no fee basis. Financial and taxation advice available.
Our core values ensure we act with the utmost degree of integrity and professionalism at all times. We are open and ethical in everything we do, putting our clients' best interests at the heart of our business.
The Laurels, 31 Main Street, Lincoln, Lincolnshire, LN1 3AP
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