We are fully qualified, high street independent financial advisers with our offices on Market Street in Hindley, Wigan. We are directly regulated by the Financial Conduct Authority (FCA)
We are proud of the service we provide for our clients and have built our business and reputation on this.
Many of our new clients come to us via a referral from an existing client and we take great pride in this fact.
We provide a financial planning and an advice service tailored to your needs and goals, you tell us what you want and we listen.
We believe in maintaining our relationship and we will always encourage a regular review of any financial plans you have.
We are specialists in the advice of Occupational pension transfers and hold the required qualifications and FCA authority to transact this type of business. This is a specialist area that many financial advisers cannot offer direct to clients with many outsourcing this to specialists like ourselves.
Why choose us?
We are established Independent Financial Advisers, our two directors have been helping people with their finances for a combined 50 years.
Each member of our adviser team has a minimum experience of 15 years.
We have been based in Wigan, Greater Manchester since 2004.
We are happy to visit you in your home or work place if this is more convenient.
Services and Products
We provide financial advise in many areas including investment,protection, mortgages and Pensions. Have a look at our services.