About Us

ABOUT US

We are a firm of fee-based, wholly Independent Financial Advisers. Established in 1987, we have been providing timely and valued financial planning advice to businesses and individuals across the North East and further afield for 30 years. As Independent Financial Advisers, we offer totally impartial advice within a transparent fee structure.  You can be assured of our commitment to the highest standards of professional practice.


CREATIVE AND INNOVATIVE FINANCIAL SOLUTIONS

We get to know our clients, so we can understand you and your unique circumstances, needs and goals. With the information you provide, our dedicated and highly qualified team of financial 

advisers and support staff will develop creative and innovative solutions to help achieve your objectives.
 


BESPOKE AND TAILORED SERVICE

No individual or business is the same. For all clients we develop a bespoke financial plan specifically designed to meet your requirements, choosing the correct strategies, products and advisers for you. 
 


WORKING TOGETHER TO SECURE YOUR FUTURE

We are dedicated to building long term relationships, providing long term support to ensure your financial plan continues to meet your needs as your circumstances and goals change. We have a range of service propositions, which means you can be confident there is one to suit you.