About us
 
 
 
 
 
About us
 
The company principal has been involved in the financial services sector since 1980 and as both a mortgage and financial advisor and business development manager since 1989. The practice are members of the Chartered Insurance Institute, Association of Mortgage Intermediaries and Federation of Small Businesses

All advisors hold both the full CII financial planning certificate and certificate in mortgage advice and practice (CeMap)

Practice and staff are customer focused with a large proportion of the new business being generated from client bank and client referrals. They are dedicated to giving professional and quality advice