We are dedicated to treating customers fairly & providing independent & suitable advice. Clients say we explain complex topics with clarity and patience. Please get in touch to experience our professional & friendly service.
On retuning to live in the UK from Italy Colin was extremely helpful in finding me a Lifetime Mortgage/Equity Release to buy the property I wanted to buy in the UK. He explained everything simply and clearly and it was absolutely the right solution for me. Colin then saw me through the process with great communication, clarity and patience; moving house is not easy at the best of times but moving country in a pandemic and post Brexit posed added challenges for me and he was most supportive every step of the way.
"Through personal recommendation I was put in contact with Colin and I can’t praise him highly enough. He was incredibly knowledgeable and informative. He not only put me back on track but improved my financial position."
"Colin helped me to navigate the baffling journey of making the best choices with the various pension pots l have accumulated. It is very reassuring to find a financial advisor that l could trust 100%..."
I had a complex mix of pension ‘pots’ that had been gathered through a varied career... Colin’s patient
approach to properly understanding the situation, combined with his excellent knowledge helped me to make the right choices for my overall pension
and retirement plans.
"Colin has been really helpful and easy to talk to. He explains everything in plain English and deals with all the paperwork. The financial industry is so regulated these days, it is much easier to do it all with someone who understands. Thank you, Colin."
We are an independent Pensions, Investments, Protection, Trusts and Estate Planning Service with our Office in East Hertfordshire mainly covering the West Essex and East Hertfordshire area.
Services we offer :
- Equity Release
- Group Personal Pensions
We will act openly and fairly:
Exercise the utmost care and professionalism;
Are transparent in everything we do ;
Train staff regularly to ensure we are compliant with industry standards and practices;
Registered with the Information Commissioner's Office.
Where to find us
Head office address: G204 Weston House, Allen House Business Centre, Station Road,, Sawbridgeworth, CM21 9FP
I have been helping clients achieve their financial goals for over 13 years. I specialise in retirement planning, including the complex area of Defined Benefit pensions. I hold advanced retirement qualifications, ensuring the very best outcome and advice.
Providing the best unbiased solutions for clients in the Hertfordshire area. Meetings can also be held over video/phone calls as well as in the office or your residence to accommodate the current Covid-19 related adjustments to suit your needs.
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provided as thoroughly as possible,
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