7-8 Bedford Square, Loughborough, Leics, LE11 2TPMake an enquiry
We offer fully independent, professional and unbiased advice on a wide range of financial products. Our specialities include Pension consolidation and Retirement planning including Drawdown policies, long term investment planning and tax and trust advice.
We are directly authorised by the FCA under number 692645
We offer a friendly and helpful service, either in your own home or at our local office. Once you become a client we will remain in regular contact with you and are here to help whenever needed.
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provided as thoroughly as possible,
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.