Our service is a personal one. We meet with our clients at times which are convenient to them - including in the evening at the clients home. We appreciate that most people are busy during the day and also find many are more comfortable and relaxed talking in their own home, when it suits.
At the first meeting, we normally talk to the client to establish what their situation is and to establish their financial priorities. Once this has been done, we will carry out the research to establish the most appropriate solution from the range of products available.
Our status as independent advisers gives us access to a wide range of financial products, whether this is for mortgages, life assurance, investments, protection or pensions and retirement planning.
We adhere to strict FSA (Financial Services Authority) guidelines, which obligates us to provide the advice most suited to your personal risk profile. Your property may be repossessed if you don’t keep up repayments on your mortgage.
We cover much of the Staffordshire area, including Burton on Trent, Swadlincote, Tamworth, Lichfield, Sutton Coldfield, Birmingham and Solihull.
Something else to remember - we do not charge fees for this service.