About Us

Award winning financial advisers

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.

Treating Customers Fairly: Treating you the way we want to be treated ourselves. You are a person to us and you have a name, you are a client or a potential client and you need to be looked after properly.  You want to deal with real people. You are not just a number that eventually gets through to people in some far away call centre who may or may not call back let alone them understand complex UK and International financial matters. 

Joanne RobertsYour 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? 

Yes, we have won awards but we too get people who try to 'rip us off'. Your money and your welfare is extremely important to us. We are just a normal family business that will treat you the way we want to be treated ourselves when we buy goods and services.
  • Ashley ClarkFamily Business: Set up, owned and run by husband and wife team Joanne Roberts and Ashley Clark.
  • Highly Qualified - Chartered Financial Planners - We are financial experts, we are true financial planners and amongst the highest qualified financial advisers in the UK.   We are not 'o' level "failed" bank salespeople.
  • Award Winning Advice - 30 National and International Awards: Financial Adviser of the Year, Online Financial Adviser of the Year, Pensions Adviser of the Year and many more ...
  • Unbiased: We are not linked to any one financial provider and offer our clients and users access to the best financial products not just biased "comparison lists" because a featured link pays a few pounds everytime you click on it.
  • UK and Expats: These sites are for UK nationals in the UK or Internationally for UK expats living overseas or non-UK nationals moving to or living in the UK.
  • Commission Discounts and Fixed Fees Advice:  Huge commission discounts make your money work harder for you.

Contact us for award winning advice  Book your callback  Free Financial Advice Consultation  Get fixed fee and fixed commission deals   

We look after you as we would look after each otherEven more about us .......

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.
  • Be Amazed - You will be amazed by what we can do to make you money, save you money and save you tax.
  • Family Owned - The company and this website is wholly owned by husband and wife team Joanne Roberts and Ashley Clark. 
  • Find out more about our experts
  • Personal Contact - We are a family business and intend to stay that way.  You can speak to either of the directors directly if you wish.  If you do not believe us, test us, go on telephone us right now and see who gives you advice.  Personal service is the only way to give expert financial help and advice.  We can do this because we have built ultra efficient administration systems to ensure that the experts that you pay good money for are not tied up doing paperwork and are on hand to personally help you.
  • Authorised Independent Financial Advisers - We are authorised in the UK by the Financial Services Authority (FSA) to conduct investment business, mortgage, insurance and related business.  Our FSA authorisation number is 192598.
  • Fixed Fee and Commission Advice - We are finance professionals who offer a free consultation before agreeing any advice needed and not salepeople.  We offer expert, low cost advice, we are not Johnny Salesmen neither are we Dotty Direct.
  • International Trade Passport - Under the Insurance Mediation Directive we passport our services overseas.
  • Licenced Credit Brokers - We are registered with the Office of Fair Trading.  Our consumer credit licence number is 568030.
  • We Do Not Disappear - As we are a family owned business, you will not deal with different advisers or employees every year.  The same adviser deals with your finances each year.  We know you and know your position, whether you are in the UK or Timbuctoo, the same person looks after your affairs.
  • BBC TV - We were finance mentors i.e. the experts behind the scenes for the television program "Pay Off Your Mortgage in 2 Years". 
  • Radio - We have appeared on many radio talk shows for both the BBC and Independent Networks for expert comments as well as guesting on many live 'phone-in' shows to answer listener questions.
  • Treasury - The Treasury asked to meet with us to discuss our unique approach to offering financial advice when making some of their policy decisions.
  • Newspapers and Magazines - We have written hundreds of articles and had many interviews with journalists for our views with many National and Regional publications.  This is almost on a daily basis.

Contact Associates in:  Contact us

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
Scotland: Edinburgh, Glasgow and Troon
Northern Ireland: Whitehead, Belfast
France: Duras, Dordogne
Spain: Benalmadena-Costa and Estepona.