We look after over 1200 clients with varying financial advice needs, from homebuyers and property owners seeking new or improved mortgage facilities, savers building capital and investors looking to achieve a good rate of return, and those planning the most efficient use of their capital and pension funds to provide them with an income in retirement. Throughout life, protection arrangements are important, and whether securing ongoing income, protecting the family or a loan in the event of a death or critical illness, our job is to identify the most appropriate solution, and ensure the correct trust is used where appropriate. We also assist business owners with their financial planning needs and are active in helping them meet their auto-enrolment obligations with our workplace pension consultation service. Our five advisers have a “wealth” of experience with a combined total of more than 150 years in the financial services industry and are of course appropriately qualified in their respective advice areas. Our advisers are backed up by a strong support team comprising four full time and two part time staff, carrying out paraplanning, administrative and compliance support roles. We are happy to meet at one of our three offices or can arrange a home visit if required.