
We are a firm of Independent, Whole of Market, Financial Advisers, based in Nottingham and Coventry.
We offer advice across most areas of financial planning.
Our clients are both Individuals with individual needs and Firms, either sole traders, partnerships or limited companies with employer and employee needs.
We are qualified, experienced and regulated by the Financial Services Authority. Our aim is to develop long term client relationships, to earn clients trust by our actions, advising rather than selling, with high levels of service, advice that is valued, measurable & charged at competitive rates.
personal service
Pensions,
Investments,
Regular Savings,
Mortgages,
Life Insurance,
Private Medical Insurance,
Critical Illness,
Income Protection,
Equity Release,
Long Term Care.
We believe that our role is to listen to you, translate the unnecessary complex language that surrounds financial planning and make it easier for you to understand the options available to you, helping you understand what the benefits and drawbacks are, when making important decisions, whether setting up new plans or reviewing what you have in place.
In our personal lives we have to deal with important decisions which will affect not only our lives but also our families lives, these decisions are worth careful consideration. We help you make and set plans and help you monitor your progression in achieving your goals.
business service
Group Pensions,
Death In Service,
Group Income Protection,
Private Medical Insurance,
Shareholder Protection,
Key Person Insurance,
All businesses need the best advice, most competitive premiums and up to date systems available in the marketplace for all employee benefits. Business owners need to protect the value built up in their company, either to protect the company or to protect their own family.
We also act as an extension to HR Departments in advising staff on ongoing and current financial planning issues, comparing market costs and service levels both when setting up company plans and also helping you to manage those plans as your business develops.
our advisers

Meet Our Advisers:
Edwin,
Tony,
Eamonn, &
Terence Our collective aims are to tailor our advice to you, the client, big or small, to give the best advice we can, at reasonable, fair and competitive rates, . We believe that constant, regular and ongoing advice, particularly for investments and pensions is equally, if not more important, than the decision to start a plan in the first place and that good long term plans require good long term relationships. We are fiercely independent and believe that offering an independent, whole of market service, allows us to advise our clients, rather than sell products.
ifa nottingham, financial advice nottingham, financial adviser nottingham, independent financial advice nottingham, independent financial adviser nottingham
Affiliations
Insurance Brokers
 |
Chartered Accountants
 |
HR & Employment Solicitors
 |