The thought of discussing our finances with a stranger is often something that people find daunting, but it doesn’t need to be.
We’ve been offering financial advice and planning to clients across Nottinghamshire for 30 years and over that time, we’ve seen a wide range of varying financial circumstances and requirements.
We research and consider the full spectrum of investment products and opportunities before making any recommendations. Taking into consideration your current arrangements, circumstances and goals, we develop a made-to-measure strategy to ensure your financial planning is going to yield the results you need it to.
Our reputation isn’t built on our years of knowledge alone, it’s also built on service – our advice is completely impartial and we treat you as an individual. Whilst our service has developed over the last 30 years, our key principle has always remained the same; we deliver knowledgeable advice in a friendly way that’s easy to understand, using the best technology in the market, with an old-fashioned, common sense approach. We don’t insist on dealing with you over email or via post, quite the opposite. We much prefer the opportunity to sit down with you and discuss your requirements and concerns in person, to ensure that you feel reassured that your finances are in order.
We’d love to talk to you…
To find out more about the independent financial advice and planning we can offer you, give us a call to arrange an appointment, either at our office in Mansfield, or at your home or office – 01623 651773.