Why use an IFA?

We always work for you, rather than the providers of financial products. As we have no allegiance to, or agreement with, any particular provider, you can be confident of receiving truly independent advice.

There are many reasons as to why you may wish to consider our services, but we find that the following are amongst the most important to our clients.

1 Pension advice
I wish to build up a fund to produce income, when I retire.

2 Retirement advice
I wish to make the most of my pension funds as I’m retiring.
Pensions advice page

3 Guaranteed investments
I have money in the bank, but would prefer not to take risks.

4 Investment income
I need to provide additional income.

5 Portfolio investment advice
I’m not getting the level of service I need on my existing investments.
Savings and Investments advice page

“… they are very thorough and always ‘go the extra mile’ to ensure that I understand everything …” Chris – Huddersfield

6 Inheritance tax
I wish to look at ways in which I could save tax.
Inheritance tax advice

7 Investments
I wish to maximize tax efficiency.

8 House purchase
I need mortgage advice.

9 Buy to let mortgage
I’m looking at a second property as an investment.
Mortgage advice page

10 Business protection
My business needs protecting should anything happen to key employees.
Business protection advice

The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.