Established in 1999, we are independent financial advisers, which means we can offer advice on financial products from the whole market.
We pride ourselves on personal service, and we aim to provide the same level of service to all clients irrespective of size. The firm is registered with the Association of Chartered Certified Accountants to carry out audit work on all size companies and unincorporated clubs and associations.
Our aim is to help you along life's financial journey. Whether you are purchasing your first home, getting married, starting and a family, saving for retirement or retiring we are here to help when you need some expert advice.
I will show you how to save money and improve your cash flow so that you can focus on running your business successfully.
Our service is free, confidential and impartial, and our volunteer advisers help people resolve their debt, benefits, housing, legal, discrimination, employment, immigration, consumer and other problems, and is available to everyone regardless of race, gender, sexuality, age, nationality, disability or religion.
Our aim is to help small businesses and their owners to flourish and grow. We want to help “release the genie” within you, allowing you to realise your own and your organisation’s full potential.