Independent financial advice
in Nottingham & the East Midlands

If you are looking for Pension Advice, Investment Advice, Mortgage Advice, Life Insurance advice, Critical Illness advice, Income Protection Advice, Private Medical Insurance advice, Equity Release advice, Long-term care advice or similar kinds of advice we are based in Nottingham and our areas of business are across a wide area centred around the East Midlands.


The majority of our clients are within the surrounding counties of Nottinghamshire, Lincolnshire, Leicestershire and Derbyshire in the towns ranging around Bingham, Newark, Mansfield, Lincoln, Grantham, Leicester, Loughborough, Melton, Chesterfield, Derby, Sheffield and we have no issues travelling to you within those areas.

We do have clients further afield from London, Bristol, Stoke, Manchester and Liverpool and we will occasionally agree to travel outside of the East Midlands.


Our aim is to offer clear, simple, sensible advice and an excellent, open and shared ongoing process of advice and life planning, with very competitive and transparent fees and a highly personalised service to all our clients.

Our Independent Financial Advisers are always happy to meet at our clients' preferred location and time and to have detailed initial discussions with no obligation.

Please contact us by calling 01949 836173 or email us on This email address is being protected from spambots. You need JavaScript enabled to view it.