Keel House, Garth Heads, Newcastle upon Tyne, Tyne & Wear, NE1 2JEMake an enquiry
We provide face to face advice and help on selecting the most appropriate Investment Plan and Pension/Retirement Planning.
We listen to and understand our clients. This leads to us giving clear concise advice, allowing you to make more informed decisions.
Clients often describe us as; approachable, trustworthy, reliable, honest, considerate, focused, dedicated and affable.
We work on a fee basis and the first meeting is at our expense, and can be held at either your home, work or at our offices.
Not everyone’s financial advice is independent. Ours is.
One simple principle has underpinned our approach to business that is to ask ourselves, “How would we want to be treated in this matter?”
In adopting this attitude, we aim to ensure that our corporate and private clients are totally satisfied with every aspect of their dealings with us, and with the outcomes we achieve on their behalf. We believe it is an approach that works.
By applying our expertise to the opportunities and challenges our clients face, we build a bond with you, deliver realistic solutions and constantly strive to exceed their expectations.
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provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.