Who We Are

The benefits to you? You don’t deal with a faceless corporation, you deal with real people. We will help you take care of the details and take away the frustration of financial planning.


  • Investment Planning- helping you understand them and helping you to make them work
  • Inheritance Tax - helping you overcome the worries
  • Pension Planning - guiding you through the pensions maze
  • Insurance - tailored preparation for the unforeseen
  • Mortgages - continually finding and reviewing the best deal for you


Serious about your financial future? Talk to us. We’ll cut through the jargon, give guaranteed advice, and make the whole process as easy as possible. You’ll be able to relax, safe in the knowledge that you’re saving time, planning effectively and securing your financial future. And don’t forget that all initial consultations are entirely without obligation. 


The Old Brewery 
Central Road 
LL13 7SU

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.