Over 20 years overall adviser experience; Mortgage Pension and Wealth specialists Local, family-run financial advice firm.
We pride ourselves in providing a comprehensive financial planning service in an approachable and friendly manner; having worked with a variety of clients ranging from individuals to local government departments, we have a proven record of establishing lasting relationships, built on fairness and trust.
Our Mission
As a family firm, we treat all clients as we would expect to be treat ourselves. We aim to:
- provide you and your family with a comprehensive, holistic, financial planning service in a friendly, courteous manner.
- treat everyone with respect.
- let you know if we cannot help you, and point you in the right direction.
- treat customers fairly.
What we accomplished
- Pension Specialists of the Year 2018 & 2019 – SME News UK Northern Awards
- Best Personal Financial Advisory Award 2018 & 2019 – SME News UK Northern Awards
- 15+ years in the Financial Services industry
- Part of the Quilter Financial Planning Network
- Pension Transfer Specialists (Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people)
London Stock Exchange
| Value | Move | % |
| FTSE 100 | ||
| 8139.83 | 60.97  |
0.755 |
| FTSE 250 | ||
| 19824.16 | 222.18 |
1.133 |
| FTSE 350 | ||
| 4470.09 | 35.75 |
0.806 |
| FTSE All Shares | ||
| 4423.59 | 35.65 |
0.812 |
| Dow Jones | ||
| 38239.66 | 153.859 |
0.404 |
| Nasdaq | ||
| 15927.9 | 316.141 |
2.025 |
Currencies
| Value | Move | % |
| 0 | ||
| 1.168 | 0.002  |
0.193 |
| GBP/NOK | ||
| 13.783 | 0.074 |
0.54 |
| 0 | ||
| 13.67 | 0.058 |
0.427 |
| GBP/USD | ||
| 1.249 | -0.002  |
-0.134 |
Biggest Movers
| Value | Move | % |
| SEGRO | ||
| 795.6 | +52.4 |
+7.05 |
| easyJet | ||
| 477.8 | -18.1 |
-3.65 |
