West Walk Building, 110 Regent Road, Leicester, Leicestershire, LE1 7LTMake an enquiry
Proudly based within the office of a large regional accountant just off New Walk in the centre of Leicester. We work with three groups : 1. People who are close to or post retirement. Helping them plan their finances effectively to ensure a financially comfortable retirement 2. Business owners. Helping them to plan their finances leaving them free to do what they do best, build a successful business 3. Families. Helping you plan for your children's financial future, whilst ensuring you can still achieve your own financial goals.
We are a Chartered Firm of Financial Planners shortlisted for Financial Adviser of the year in Midlands and East Anglia by Professional Adviser Magazine in 2016.
Vistor parking right outside the front door and step free access from the car park.
Our core service is Wealth Management. We devise strategies for our clients and ensure they are regularly reviewed.
Our investment philosophy is based on research by some of the world’s top academics and investment houses.
Our competitive advantage is based upon state of the art technology and a personalised client service proposition that delivers peace of mind. Our team experience promotes creativity and open communication, resulting in happier, wealthier clients.
Only the UK's premier financial planning firms qualify for Chartered status. While Chartered titles are steeped in history, they remain the benchmark of professional excellence and integrity.
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