A family run business, founded on over 30 years of experience and an understanding of our clients individual needs.
We are Independent Financial Advisers, and as such can offer you unbiased financial advice from the marketplace as a whole.
Based in Langley Moor , Durham we are able to provide consultations at our offices, in the comfort of your home or place of work.
The majority of our clients reside throughout the Durham area and in some instances further afield.
Using technology we can provide services throughout the whole of the UK. With many years of experience in Financial Services we can provide a flexible, comprehensive and professional service. We pride ourselves in giving unbiased honest advice. Whether you are looking for advice in a specific area, or a full financial review, we are in an excellent position to help you. Whatever your goals we are happy to accommodate.
Being independent allows us to work on YOUR BEHALF. Our flexible approach allows us to provide face to face consultations, conduct business by post or via the worldwide web. We provide advice on investments, savings, protection, pensions and inheritance tax planning – see Services pages for more details.