Welcome to our website which will give you some background information about ourselves, our business, and our services including claim and debt management, financial advice, pension and investments advice.

A good relationship with an Independent Financial Adviser (IFA) will give you peace of mind. You'll know that your family is properly protected, and that your money is working hard for you. That's what we do - we deliver peace of mind.

We are based in Stockport, Cheshire with easy parking, and a number of landmarks which make us easy to find. We provide independent financial advice, pension and investments advice, claim and debt management. For our debt write off service please click here. We can also help you to build a property portfolio through our Investors Club.

The 3 directors have over 50 year’s experience in 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 advice, pension and investments advice, claim and debt management 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 without charge or obligation. 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 usually remunerated by commissions on sales of products, but we always advise you exactly what amount this will be, and we are also happy to work on a fee-paying basis 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.