keeping things simple

...no jargon, no false promises; just simple, plain speaking, quality advice.

Find out more about the investment services we can offer >

Your investment choices are as individual as you are. We understand that wherever you are in life, your financial position and how you feel about risk is crucial to making a sound investment decision.

Find out more about our mortgage and re-mortgaging services >

When buying a property, whether for yourself or as an investment, choice ensures you get the best deal. But when it comes to financing your
property adventure, does it make your life easier?

Find out more about the pension services we can offer >

It is never too early to start thinking about packing up and taking off to live the dream. The big question, is how much do you need to live a comfortable retirement? Everyone has a different dream...

Find out more about our Will Writing Service >

Making a Will is one of the most thoughtful things a person can ever do. Not only is it wise to have a valid Will, but it should be reviewed regularly to ensure it still reflects your wishes.

Find out more about the insurance services we can offer >

Knowing you have a utopia filled with lots of personal memories to retreat to gives a certain sense of security. When you've invested so much in your home, why risk losing it all?

Find out more about the pension services we can offer >

In the same way that you need petrol to run a car, money provides you with the means to live your life. Putting some spare cash aside regularly makes good financial sense.

CUSTOMER TESTIMONIALS

Check out our Google Reviews or read a selection here:

Myself, Mark and Ray would like to thank you for all your help in offering your services to us. We are thankful for many things:

1. The friendliness of your service and understanding of our personal situations in a professional manner

2. Clear and concise explanations of our requirements and how we can save money and improve existing products we have

3. Honesty in the selection of products that best suit our needs and help us to support ourselves and our families

We've all taken up various policies with you because of the above and we look forward to discussing other products with you in due course and we will definitely refer friends and family to you, or anyone else, and therefore you are highly recommended.

Thanks for putting and our minds at ease!

Mark Finlayson, Director, WRS International Limited

We would like to thank Mike for arranging life cover & pensions for the directors. Excellent, good quality service & sound advice. We have recommended him on numerous occasions and will continue to do so!

Director, Probase Limited

 

As a pair of average Joe's with no real understanding of financial services, we found Mike very easy to talk to, patient and very good at explaining things we didn't understand. We feel very confident in his abilities, really appreciate the advice he has given us and are happy that we have selected the right products for our needs.

Mike & Sarah Jones

Your property may be repossessed if you do not keep up repayments on your mortgage. We do not charge you a fee for our mortgage services. We may however receive a commission from a lender should we place business with them.

Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service, Exchange Tower, London, E14 9SR http://www.financial-ombudsman.org.uk