Other Areas of Expertise
Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks.... Read more
Most of us face being taxed on our income, our capital gains, and in some circumstances the value of our estate when we die.
Taxation can be very complicated and the rules, reliefs and allowances often change... Read more
Savings & Investments
When someone talks about savings and saving money, it could be referring to a piggy bank or a high interest deposit account. Savings are effectively cash or cash instruments, such as deposit accounts, term bonds etc.... Read more
When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have become accustomed, so unless you can guarantee a large inheritance,... Read more
The main purpose of Life Assurance is to provide money for those people who may depend on you financially, in the event that something should happen to you. These people could include family members or business partners.... Read more
Health Insurance is probably one of the most important types of insurance you can own. Without it, an illness or accident can have serious long-term financial implications for you and your family.... Read more
This is an area of financial planning that is often overlooked. Traditionally, we have our buildings and contents insurance with our mortgage lenders, which may be uncompetitive in a very competitive marketplace. It may also... Read more
Professional Financial Planning is the process which aims to help you realise your ambitions - whatever they may be. As professional financial advisers we can help you make informed decisions about your financial future,... Read more
- Mr & Mrs L of Shropshire
We have always found him to be polite and conscientious and willing to take time to discuss all the relevant points and the merits of each option being considered. We look forward to receiving his advice for many years to come.
- Alyson, Shropshire
I will continue to recommend you to friends, colleagues and business partners
- Peter & Sue, Shropshire
From the outset, we experienced professionalism and - just as importantly - genuine care
- Grace & Rob, Shropshire
We look forward to using your services again in the future and will definitely be recommending you
- Mr & Mrs L of Pontesbury
We have benefitted from your financial advice for the past 15 years. During this time we have been provided with sound financial advice that has seen our investments perform very well indeed.
- Mrs L, Shrewsbury
I should also like to thank you for your excellent service and advice - absolutely first class.....
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the service you provided was faultless. Will get in touch soon
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GOLD STAR FOR CUSTOMER SERVICE!
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we received a professional service from the whole team. They took the time to understand our circumstances, which were challenging, and found us a product which ticked all our boxes within our timeframes. We wouldn't have been able to find such a good deal independently.
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We will never forget your kindness and we shall always be grateful
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people who do such things show they care about the individual rather than look at them as a business deal. I wish you continued success for your business and l will certainly recommend you to family and friends