Our experience tells us, that if you feel confident with your finances, you will have the financial freedom to enjoy what is important to you. With this in mind, we offer clear, fair, and impartial advice that you can trust.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
What our clients say
"Steve's recommendation has been fully confirmed in all his advice and attention to detail which has resulted in significant financial gains. We now have a good friend who will look after our financial interests and give us good advice. We look forward to a long relationship with Steve knowing we can trust him with our financial affairs."
Mrs A Young, Berkshire
Steve has guided us through the minefield of financial products and always offers straightforward and sensible advice that is best suited to our situation
Neil & Rebecca Bowker, Surrey
Steve's experience and knowledge have made a positive impact on my personal finances, while his support and advice has given me the confidence to make some important new business decisions. I now look forward to a rewarding financial future, knowing my portfolio is being handled by someone I trust.
Keith Bell, Middlesex
We are a friendly, honest and reliable family business. Offering you clear, personal, Independent Financial Advice that you can trust.
Our philosophy is to build a trusting and long-term relationship with you, enabling us to fulfil the potential of your investments for a more secure financial future. But we’ll also challenge you along the way and encourage you to think differently in order to help you live the life you want.
We offer bespoke financial and Lifestyle planning, to individuals and companies, helping you to optimise your capital:
Be it invested in Pensions, Investments or Business assets*.
We believe that our services are suitable, for those who want, individual attention, face to face meetings, personal advice and management from an experienced and highly qualified adviser, offering Independent, unrestricted and unbiased advice.
*For business owners we offer advice on tax efficient profit extraction, dividend protection and Inheritance tax.
Where to find us
Head office address: 27 Armitage Court, Ascot, SL5 9TA
Coronavirus 2021 Update - we are open and can conduct Video Meeetings.
We are an Independent Financial Advisers offering bespoke advice for pensions, investments, company pension transfers, final salary pensions, mortgages and inheritance tax planning.
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