We are a regulated investment firm providing advice from a Pension Transfer Specialist and Certified Financial Planner.

The practice was created in 2001 when Paul left a National Firm of Accountants with a simple concept of providing holistic advice, via a code of practice as laid down by the Institute of Financial Planning. 

This long term approach provides clients with regular and meaningful meetings with one adviser, with the aim of building a lasting relationship between client and firm.

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plan-to-retire

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