Get in touch today on:
Northampton: 01604 621 421
Market Harborough: 01858 288 189
If you would like to get in contact with us about any of the services we offer, please click on the image above and you will be directed through to our simple online contact form.
Alternatively, please visit our Facebook or Twitter pages where you can view and follow all of our latest updates.
If you are looking for informed, impartial and perceptive advice from a financial planner regarding your financial affairs, we believe that you need look no further as we have offices in the central regions of Leicester and Northampton covering Milton Keynes, Warwick and the rest of the UK.
“Our advisers are truly independent.”
Our advisers are truly independent and able to choose from the whole range of available products and services, in order to assess those most suitable for your circumstances. This may include life assurance cover, Pension arrangements (including SIPPs), investments, Inheritance Tax Trust Fund structures and investment bonds, amongst other things.
Your financial planner will work hand-in-hand with our discretionary investment managers to provide an all encompassing service, from the initial advice through to any ongoing management of your investments. Most importantly, we make sure that you remain fully informed all the way regarding your financial affairs.
We typically work on a disclosed fee basis, with any charges levied being commensurate with the work and advice involved and with this being agreed with you at outset.
We are confident that we can cater for everyone’s financial needs and requirements, be that the simple arrangement of some family life insurance cover, through to complex Inheritance Tax planning using an offshore trust arrangement. Contact one of our advisers in Leicester or Northampton today to see how we may be of help.
Authorised and Regulated by the Financial Services Authority.
Member of the London Stock Exchange and A.P.C.I.M.S. FSA No. 143715
Reg Office: Lockgates House, Rushmills, Northampton, NN4 7YB - Reg in England No. 1916615 - VAT Reg No. 443759132
Sign up to our newsletter: