We expect to be fully staffed in the office from 15th June and will welcome clients back in the office with social distancing guidelines, until this date:
To help stop the spread of the virus a decision has been made that we will not be having face to face meetings with Clients and seeing clients in the office.
We will still be available as usual on the phone on the same number and via e-mail (see Contact us).
Online meetings - However, we will be conducting meetings over the phone, or via Teams, Zoom online meeting software.
Remote working - All of our staff are now able to work from home and have full access to remote working capabilities, so we can continue to support you from any location should we need to close the office, again.
Our focus remains on the wellbeing and safety of our colleagues and clients and we will do everything we can to support you through this changing environment.
We offer independent advice on all financial matters, including pensions, mortgages, income protection, and general wealth management.
Our team of experienced professionals deliver independent unbiased advice to private individuals as well as SMEs and corporate sized businesses.
We prefer a down-to-earth, friendly approach, and are committed to providing the highest levels of customer service, here to answer all of your queries and questions, giving you peace of mind.
