We aim: To provide advice to both individuals and companies on all aspects of financial planning, through a long term approach of fully understanding our clients' needs, wants and aspirations and then prioritising objectives. We aim to build a long term relationship with our clients based on trust and providing the highest standard of service. Whether you are an individual or a small business looking for  Mortgage advice  Insurance and protection for your family  Investment advice  Retirement planning  Auto enrolment advice (for businesses)  Inheritance tax planning  Or simply looking to reduce costs We faithfully promise:  To be honest and trustworthy in all our dealings with you  To always provide the best advice for you, the client - not what is best for us  That our clients are, and will always be, at the heart of everything we do  To provide our clients with friendly, clear, easy to understand, personalised financial advice  As we do not hold client funds directly, your money is safe  To advise of the pro's and con's of the options available for your situation How we work: We provide advice and help following a personal / business financial review which can take place at a convenient time and place for you. Usually a review will start with a very broad discussion of your concerns and aspirations, before moving on to a thorough financial review. Our first meeting is completely free and with no obligation. Following your initial review, we will take time to consider your situation, needs and priorities before providing you with a detailed financial report. Also please be aware - The value of pension and investments and the income they produce can fall as well as rise. You may get back less than you invested. Your home may be repossessed if you do not keep up repayments on your mortgage. Contact Kevin Gaskin Dipfa on 07887952998