We are a small practice with a number of specialist advisers covering various different areas.
We pride ourselves on being large enough to accommodate nearly all financial needs yet small enough to give our clients the personal service which is so important when dealing with financial matters.
• Business Protection
• Inheritance tax planning
• Pension Planning
• Investments inc Individual Saving
• Tax efficient Trusts
• Offshore investments
• Equity Release and Mortgages
• Family Protection inc
(Critical Illness and Life Cover )
"I worked with Peter to help put in place protection for my family. I was very happy that he took the time to understand what was important to me and then explained my options. All in all a very straightforward and pleasant experience. I highly recommend.