We are a firm of independent financial advisers based in Newcastle Upon Tyne, but serving clients right across the North East of England. Being independent means that we can offer advice from the whole range of products available, and that we are flexible on how we are paid. We therefore act as an agent of the client, not the provider. We advise on all aspects of personal financial planning, including life cover, investments and savings, pensions and retirement planning, mortgages, inheritance tax planning, and business protection.
Our clients include individuals as well as businesses. All our advisers are fully qualified, and some of us hold specialist qualifications for advising on pension or tax matters. Just click on any of the above items, or on any of the tabs at the top, to access these sections.
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