Prospect House, Troisdorf Way, Kirkleatham Business Park, Redcar, TS10 5RX
With £70 million of client assets under management we are regarded as one of the leading IFA firms in the North East of England. We were originally founded in 1985 and we have grown through word-of-mouth recommendations from satisfied clients.
We currently have four advisers and 6 highly experienced support staff, so we are always able to provide a consistently high level of service to both new and existing customers.
We offer free initial consultations so that you can find out if our services are suitable for you.
Our clients say that all our advisers are able to take complex financial concepts and explain then in a very easy-to-understand manner.
Our advisers will discuss your financial wants and needs in great detail, to ensure their advice is tailored to suit your personal goals.
We are not tied to any product providers, so you can be confident you are getting the most suitable advice for your circumstances.
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