A friendly caring service, with regular contact and communication, for those wishing to truly manage their finances.
Clients range from poor to wealthy (very few)including employees, self-employed and small businesses; all welcome.
The owner has been advising for 30 + years, has been a main board director, has worked with an insurer, a City firm and a National IFA.
Specialities: investing for income, pensions, divorce difficulties, long-term care and equity release matters, offshore investments, difficult mortgages.
Form close working relationships with regular communication as agreed. It is your life and your money and steering your invest and pension money, whilst ensuring protection, borrowing and so on, are properly managed and reviewed, means working together, to meet your personal financial objectives. I represent you and will always take the time and makie the effort to work in your best interests
16A Station Road, North Chingford, London, E4 7BE
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