Financial Adviser Milton Keynes - Welcome

We aim to provide our clients with a friendly, highly personal service offering advice on a variety of subjects which include:

Pension Planning

Investments

Mortgages

Financial Protection

Home insurance

Tax Planning
Free Initial Consultation
We like to establish long term relationships with all our clients to help them meet their own goals and objectives. It is essential that you are comfortable with the advice we give you, this is why your first consultation is free of charge. Our fee structure also ensures that we can reclaim our fees from the providing company so no additional fees are payable, see our fees page for further information.
Experienced
Our advisers all have many years experience in the financial services industry. All of our advisers carry professional qualifications, however, we always offer our advice in a clear and easy to understand manner.
Convenience
We would be delighted to meet you either at your home address or at our main offices overlooking the countryside situated on the outskirts of Milton Keynes. We also have an office in St Albans.
For honest Independent Financial Advice from a firm with great integrity
give us a call on 0800 5999743 and we will be only too happy to help.
Latest News - Personal
Pensions
The Government's planning reforms is likely to have a massive impact
on the pension's environment and the savings culture in the UK.
The proposal is that from 2012 ALL employers will have to provide a workplace pension.
This will involve employers automatically enrolling all of their employees who meet certain criteria.
Employers will have to contribute a minimum of 3% of their employer's salary (between a lower and upper limit).
The government has now set up the Personal Accounts Delivery Authority (PADA) which will set up a pension scheme,
known as 'Personal Accounts' which employers will be able to use to fulfill their new obligations, if they do not
wish to set up or maintain their own provision. For more details visit...
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