We are fully Independent Financial advisors who provide a bespoke service to our clients based on a full understanding of their financial needs, values and goals.

Emily Macpherson Company Director and Chartered Financial Planner.

Client base of both Personal and Commercial across the UK.

Our services & products:
Commercial & business finance
Commercial mortgages
Equity release
Financial planning
Financial services
FSA regulated
Income protection insurance
Independent financialadvisers
Investment consultants
Investments
Life assurance & pension consultants
Life insurance
Mortgage advice
Mortgages
Pensions
Tax planning
Buy to let mortgages
Financial consultants
Lifestyle Financial Planning
Retirement Planning
Long Term Care Planning

We take on clients with a variety of requirements, some with specific goals already in mind - such as the need to purchase a property; investment and pension planning or fund a child through university, and some with a more general desire to understand and improve their financial position.

Financial Planning Fees are determind by the amount of work/time involved and will be disclosed and agreed at the outset.

Initial consultations are free of charge.

A fee of £625 is levied for arranging a mortgage and the client is charged the difference between this and any procuration fee received from the appropriate lender.

FSA Directly Authorised.

BSC (Hons)

APFS