Busy running your own business with little time for financial planning? Confused by research, graphs and reports? Looking for someone to explain it all in simple terms and look after it all for you?

Our clients want to know how to hold on to their money,

where best to invest it, when they will have sufficient funds to be financially independent and able to choose whether to continue working or not.

If you're looking for a no-nonsense approach to financial planning, contact us for more details.

We are based in Stockport, Cheshire with easy parking, and a number of landmarks which make us easy to find. We provide independent advice to help busy people understand how best to get a handle on their finances and get out of the rat race.

Managing Director Graham Fenton is an experienced property investor offering all types of Financial Advice, and all of our advisers are suitably qualified as specialists in their own right.

We are authorised and regulated by the Financial Services Authority, number 458904, and have the necessary permissions to offer financial, pension and investment advice, as well as the Professional Indemnity Insurance cover insisted upon by the FSA.

We are happy to meet at our offices in Stockport, Cheshire or yours, or at your home if preferred, and the first meeting is at our expense. We want to understand what it is that you wish to achieve financially, and then offer advice on the best way for you to do this.

We are happy to work on a fee-paying basis, through commissions, or a combination of both if this suits you better.

Financial advice matters are usually complicated, vital decisions are sometimes irreversible, and bad decisions can be, and usually are, expensive.

Our role is to understand your aspirations, explain your options to help you to reach the correct decisions, and then maintain regular contact to review those decisions and ensure that your programme continues to work satisfactorily towards achieving your goals.