We were very impressed with Clive. He was patient, clear and knowledgeable. Delighted with the service offered.
Mrs S, Coventry
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
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
I am happy with the service I received. Everybody was so friendly and helpful.
Mrs K, Blaby, Leicestershire
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, LE8 4BY
We put our client’s interests and financial goals at the heart of our business, priding ourselves on giving expert advice across all areas of financial planning, with a particular specialism in pension advice, including Defined Benefit transfers.
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