The key to good financial planning is about having the right experts in the right positions. 

We believe that the best person to help identify your goals, your attitude to risk and investment requirements is your financial planner/adviser 
And as a growing company, we’re always on the hunt for new Advisers. Our aim is to help you secure the life you want to live by providing investment advice, financial planning and management for you, your family and your business. 
We offer advice across all the areas you’d expect — pensions, retirement planning, long-term care, savings and investments, family services, protection and insurance. We also have a dedicated mortgage advice team. 
And as you and your family grows, we will continue to look ahead to opportunities on your financial horizon and be there to guide you as each new stage of life unfolds. 

Our philosophy is always to do our best to... 

Provide a friendly, courteous and efficient service; 
Always exceed your expectations; 
Listen to what YOU are saying; 
Never surprise you with bills you're not expecting; 
Be honest, truthful and upfront with you at all times 
There's no technical speak from us 
So if you’re interested in becoming a Mortgage Adviser or Financial Planner for us, get in touch by emailing us at or giving us a call on 0116 2696311 
Our site uses cookies. For more information, see our cookie policy. Accept cookies and close
Reject cookies Manage settings