3 Oxford Road, Garsington, Oxford, Oxfordshire, OX44 9DA
With a strong background in Banking & Financial Services spanning nearly 30 years, we have extensive experience and contacts in the financial sector. This enables us to support your financial and wealth requirements with bespoke propositions and whole of market advice.
Our clients often come to us from personal recommendation and whilst we often fulfill your immediate need, the relationship that develops will ensure we are your long term professional adviser both now and in the future.
We research whole of market rates and lenders to give you unbiased advice and recommendation based on the most up to date mortgages available. Excellent business connections and access to the online systems enable beginning to end support. First time buyers, Remortgages, Purchases, Self Employed & Directors, BTLS and LTBS with capital raising if required.
We review your existing protection policies and give a current recommendation based on our findings. Life Insurance, Critical Illness, Income Protection and Business Policies including Relevant Life Insurance, Key man Insurance and Shareholder Protection and Building and Contents Insurance.
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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.