If you are looking to invest a lump sum or save on a regular basis or for advice on your current investments and whether they could be improved and/or simplified, we can ensure you have the correct investment strategy and you are taking full benefit of tax opportunities available to you. 

You may want:

  • To invest in sensible, safe, secure, long-term and logical investments.
  • To be sure that you have invested in the right product for your needs.
  • To have investments in a simple format so you can see growth or income achieved.
  • To be able to discuss your investment options with us when you choose to do so.

You may also want us to administer your policy for you and make the necessary changes on your behalf in order to ensure that the investment is updated to the changing and current market conditions.  If you have more complicated investment issues we are happy to discuss all aspects with you.

We offer a very competitive advice service to our clients and we keep you informed about your investments with a comprehensive but simplified reporting process that will help you understand your investments.  Our fees and services are available to see on our website for clarity and transparency.

We are also able to ensure that you can view the detail and performance of all your financial products in one view which includes your ISAs, General Investment Accounts, Investment Bonds and Pensions as well as Life Insurance, Health Insurance and Mortgages 


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 across Nottingham and the areas surrounding Nottinghamshire and across the East Midlands.

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 0115 967 0888 or email us at This email address is being protected from spambots. You need JavaScript enabled to view it.