Financial services for you and your family

Our highly qualified team of award-winning financial advisers will always take the time to get to know you and your financial affairs before making any recommendations about pensions, investments or insurance products.

What’s more, the fact that we’re independent means you can be confident that our advice will never be influenced by factors such as how much we may be paid by product providers.

The key to successful financial advice is understanding, not just your current financial position and attitude to risk, but also what plans you have for the future.

Whether you want to insure against incapacity, save for your children’s education, or plan for an early retirement, we can review the whole market and make impartial recommendations about what solutions may be appropriate.

Our advice will always be confirmed in a written report which we will discuss with you to help you make informed decisions. As time goes by we build relationships with you so that investments can be monitored and we can work together to ensure that you remain on track to achieve your personal financial goals.

Meet the team

Steve Horton
Steve Horton
Financial Services Partner
Graham Puddy
Graham Puddy
Chartered Financial Planner
Rob Vanstone
Rob Vanstone
Independent Financial Adviser