Independent Financial Advice

Getting the right advice on your financial position and objectives both current and future is essential. Our clients come to us for financial advice for several reasons but not least because we are somewhat unique in being a key part of an large, established - and trusted - legal firm. In addition, we have a long and demonstrable track record of success which, in the current climate, provides our clients with much needed security and peace of mind.

"Thank you very much for your letter - we enjoyed meeting you and feel very confident that all our financial matters couldn't be in better hands.  A great relief."
Client letter to Colin Hyoms

So whether you are looking for advice on your Investments, Pensions and Mortgages or perhaps more specific help regarding Annuity Rates, Inheritance Tax planning or Endowments or Pensions, we can help. And don't forget, our advice services cover the many forms of assurances and insurances both life and property based.

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Lead Contacts

Paul Chilver DipFA
Financial Planner
01206 217614
Mike Cracknell APFS, ACIB, AIFP
Financial Planning Manager
01206 217384
Alan Goggin Cert PFS, Certs CII (MP & ER)
Financial Planning Manager
01206 217616
Colin Hyoms FCIB, MCMI, Cert PFS
Financial Planning Manager
01206 217614
Nicola Ward DipFA, Cert PFS, CeMAP, CeRER
Associate, Head of Financial Services
01206 217309
Zoe Meredith
Financial Services General Insurance Consultant
01206 217309
 

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