About Us

(Last updated 20/9/2020 

Specialist on Investment Trusts, Sole Chartered Financial Planner, directly regulated by Financial Conduct Authority.

Advice on lump sums arising due to  bereavement, retirement, down sizing or when having to pay for long term care.

Advice meetings by appointment,

Either in spacious office or by Skype.

Available on this website;

"Inquiry Form." 

To receive a quote for Residental Care fees payments by Insurance


to receive detailed explanation of current investment strategy. 

"Cash Management"

online  check what you could be getting on your cash deposits This service is from "Deposit Sense" 

Your costs estimate/Client Agreement

Online estimate of your total investiment charges and  ADVICE RESTRICTIONS; No advice on Mortgages or Equity Release 


-telephone 02891826767




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Preparing for clients to arrive

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