Why use us? About us .... Big is not Beautiful (look at the bailed out banks):
We are a small, well run, multi-award winning independent financial adviser (IFA). A family firm that deals with clients all over the UK and the World, whether rich or poor, everyday.
Offices in the Midlands and London also with representatives who can meet face to face with you in Scotland, Northern Ireland, France and Spain.
Your money is a very private, personal matter, you need to tell your financial adviser very private things that perhaps even your family or best friend does not know. Do you really trust a commission based bank salesman to act in your best interests or would you prefer to get to know an award winning adviser and only use them when you are satisfied you can trust them?
- Family Business: Set up, owned and run by husband and wife team Joanne Roberts and Ashley Clark.
- Highly Qualified - Chartered Financial Planners - Amongst the highest qualified financial advisers in the UK.
- Award Winning Advice - 30 National and International Awards
- Unbiased: We offer advice and access to whole of the financial services market. We offer fee based advice to remove all bias.
- UK and Expats: These sites are for UK nationals in the UK or Internationally for UK expats living overseas
- Commission Discounts and Fixed Fees Advice: Huge commission discounts make your money work harder for you.
Move Mountains For You: Our business model is very simple. If we 'move mountains' to do our very best for you, our client i.e. treat you the way we want to be treated ourselves, you will tell others about how happy you are with our service. It is that simple.Administration and Head Office: Prosperity House, Water Street, Burntwood, Staffordshire, WS7 1AN. 01543 677444
London: Gainsborough House, 2 Sheen Road, Richmond, Surrey, TW9 1AE. 020 8144 7620