Who we are...

We’re an experienced team providing in-depth financial advice in the North East, to find out more, get in touch.

How we can help...

Financial planning isn’t just about buying a product or a policy; its about making the right choices for your money and your future.

Want to know more...

If you need help making your financial goals a reality, we’re here to help. Clients find us knowledgeable, approachable and friendly.

Welcome

If you’re looking for independent financial advice, and would like to work with an adviser who is highly knowledgeable, experienced, friendly and approachable, someone who can help you successfully navigate the often-confusing world of financial services, we can help.

Our services

  • Pensions

    Right now, retirement might seem a very long way off, but it’s never too early to think about your pension. Ideally, we should all start planning for it from the day we start work...
  • Investments

    With interest rates currently low, being a keen saver isn’t on its own likely to be enough to secure your financial future. If you were to put all your money into a savings account...
  • Mortgages

    There are many different types of mortgage available, from standard repayment mortgages to mortgages which come with added extras like cash back or free valuations...
  • Protection

    Most of us are probably aware that there are policies available that provide life insurance, protect us in the event of a critical illness, or pay out if we had an accident and were unable to work...
  • Inheritance Tax

    With property prices having risen over the last few years, you don’t have to be hugely wealthy to be affected by Inheritance Tax (IHT). More families are calculating the value of their estates...
  • Savings

    There are many good reasons for saving, from putting away money for emergencies to the bigger, more exciting things in life like a deposit on a home, or a special family holiday...
  • General Insurance

    Whether you rent or own your home, you need to consider which type of insurance you need. There are two main types of home insurance to consider – buildings and contents.
  • Wills

    If you die without having made a Will, the government will decide who will inherit your estate in accordance with the rules of intestacy.