I am happy with the service I received. Everybody was so friendly and helpful.
Mrs K, Blaby, Leicestershire
Jonathan was prompt, professional and courteous. He also had an empathy towards the importance of these investments to us. No improvement that I could suggest.
Mr W, Rugby, Warwickshire
It made a stressful and difficult situation a much more positive experience. In fact it turned around our attitude for money
Mr & Mrs B, Leicestershire
We were very impressed with Clive. He was patient, clear and knowledgeable. Delighted with the service offered.
Mrs S, Coventry
We are a firm of Independent Financial Advisers based in Leicestershire offering specialist financial planning in all areas ranging from investment advice to retirement planning, estate planning, long term care planning, mortgage advice and much more.
With over 25 years experience and managing over £140m of client money we provide a holistic financial planning service, and pride ourselves in offering loyalty and long-lasting trusting relationships.
We offer a personal service.
With over 20 years experience and managing over £100m of client money we provide a holistic financial planning service, and pride ourselves in offering loyalty and long-lasting trusting relationship
Where to find us
Head office address: PSA House, 3 Rose Way, Leicester, OX16 9FF
It’s our mission to improve the lives of every single client we work with, helping them to realise the dream of financial freedom to secure the retirement lifestyle they desire… We would love to do the same for you.
Based in Reading
• Highly qualified - Chartered and Fellow of the Chartered Insurance Institute (CII)
• Highly experienced - Working in Financial services & Wealth Management since 2006
• Independent - Advising on whole of market opportunities
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