About Us
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We offer a fully comprehensive financial advice service to help with all your short, medium and long term financial planning requirements. We are committed to being fully independent, thus offering advice on products from the whole of the market.
We base our recommendations on performance, service, cost and corporate stability.
Our main aims are:
- to provide a personal and professional service to our clients
- to surpass client expectations
- to provide reports and advise using langauge you will understand
- to invest in and utilise the potential provided by the latest technology for gathering information and for communicating where appropriate
- to earn the trust and respect of our clients through our expert knowledge and up-to-date awareness of industry developments.
Tim holds the full Advanced Financial Planning qualifications (AFPC) which carries the designation of Dip PFS in the industry.
This includes a specialist Pension distinction of G60 which enables him to carry out all forms of pension planning, including Final Salary Transfers and Occupational Scheme advice, and Income Drawdown / Phased Retirement / SIPP's.
He also holds the G10 qualification specializing in Taxation & Trusts, and the G2O Investment qualification which means that he can provide more detailed advice on investment portfolio's, all types of fund processes and Inheritance Tax Planning
