Based in Guildford as an IFA, I specialize in bespoke advice on Mortgages and Equity Release, Life, Critical Illness and Income Protection assurance as well as Pensions, Investments, Inheritance Tax
and Trust Planning and Long Term Care Planning,
We can advise you on
Pensions & divorce
Pensions & retirement planning
Building your home
Buy my next home
Buy to let
Buying commercial property
Buying first home
High loan to value
Next home / Remortgaging
Right to buy
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Savings for children
School fees planning
Income protection insurance
Group Protection/Life Insurance
Group critical illness
Group income protection
Group life insurance
Group private medical insurance
Last authorised 16th November 2020
Meet our advisers
Independent financial and mortgage adviser
Qualifications & Accreditations
MAQ - Mortgage Advice Qualification (CII)
This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
ACIB Pre 1996 - Associate of the Chartered Institute of Bankers (LIBF)
This qualification assessed the knowledge and skills to enhance the career and promotion prospects of those aspiring to middle and senior management positions.
Having spent many years in banking, I have been in Financial Services for 28 years latterly with Station Financial who are a directly authorised firm of IFA'S with a head office in Hampshire. We have specialists in every area of financial planning.
All the above areas of bespoke financial planning as well as Corporate Tax Planning.
Where to find us
Head office address: 6 Kingswood Close, MERROW, Guildford, SURREY, GU1 2SD
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
Online (Live chat, video, email)
Face to face