Why Choose Us

There are many ways and means to manage your money and finances in general. Some choose to ‘Do it Yourself’, some ask friends or family whilst others turn to Financial Advisers, their bank, or Accountants. There is also a huge amount of information and guidance available on the Internet, some of which is provided by the Government such as as Pension Wise which provides impartial guidance about pensions.

So why should you come to us for financial advice instead of these other alternatives or relying on information available on the internet? Here’s why: -

We are a local firm based in Cramlington serving clients in the North East. We firmly believe in giving guidance and advice rather than simply providing you with information.

We will provide you with an honest appraisal of your situation.

To this end we will take you through a process where we obtain a great deal of information surrounding your circumstances and your future plans.

We will then assess this and put together a financial plan for you to show you how you can achieve your financial goals.

We are directly authorised by the Financial Conduct Authority and not part of or controlled by any larger organization.

We can therefore offer totally unbiased recommendations from the whole of the market place without any influence from an external shareholder such as a Bank or Building Society.

Sometimes people think financial advisers are not for them as they perceive that they only deal with individuals of significant wealth. Whilst we assist people from all walks of life we specialise in those aged 50+ with pensions and/or investments valued at between £100,000 and £1 Million.

These are the people we feel we can provide significant value for money in terms of financial planning.

If you are in any way dissatisfied with the service provided we will gladly refund you the fee charged for the service. This we feel sets us apart from other Financial Advisers as we offer this guarantee based on our confidence in what we do here for clients and the level of attention we give to all our clients’ needs.

Come along for a nice cup of coffee and a friendly chat with a member of our team to discuss your needs further.

This initial meeting will take about 30 minutes and is free to you.