We are an independently owned financial planning firm in Sheffield specialising in the provision of financial advice to individuals, their families & business owners. We are committed to providing a superior level of service in a professional and friendly manner to offer advice in the following areas:
- Investment & Savings
- Pensions & Retirement Planning
- Mortgages & Equity Release
- Life Cover & Illness Protection
Our aim is to help you identify and achieve your financial goals by giving you advice you can trust. We provide a straight forward financial planning service and are totally focused on long term client relationships, as we believe that this is the most effective way for clients to achieve their financial goals.
Our initial client meeting, which generally lasts up to 1 hour, is at our expense. At the meeting we will introduce our company and our standards. We will explain how we are paid for the work that we do and the service that we provide. This meeting also gives you the opportunity to tell us what you expect from us.