• Our Financial Planners are VouchedFor...

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  • Financial Solutions
    for Individuals...

    Our financial solutions service has been designed to provide sound financial advice at each life-stage, specifically if you wish to build up capital or maximise the value of what you have already.

    Cornerstones to the service:

    • Savings & investments

    • Mortgages & equity release

    • Protection

    • Pension accumulation

    • Accessing your pension

    • Long term care fee planning and funding

    • Estate planning

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  • Financial Solutions for Companies. . .

    Services for owners/directors

    • Pension strategies (including auto-enrolment/workplace pensions)
    • Life and health cover
    • Tax efficient profit extraction
    • Commercial mortgages

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  • Wealth Management

    Our wealth management service is primarily for clients with £100,000 or more in investable assets and focuses mainly on the preservation of wealth  - whatever your life stage.

    Cornerstones of the service:

    • Investments
    • Retirement planning
    • Tax planning and mitigation
    • Inheritance tax and estate planning
    • Long term care fee planning and funding

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  • Legal Solutions

    Our services include:

    • Wills
    • Probate
    • Trusts
    • Lasting Power of Attorney (LPA)

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How our expert & friendly team can help you...

Whether you're looking for a robust financial plan, investment strategy or simply need advice about a specific financial matter, we're here to help you on an independent and impartial basis.

For us, sound financial advice is as much about helping you to ask the right questions as it is giving you the right answers.

See our latest YouTube video of Mark Chandler on the Stray Living Show

We aim to be the UK’s most trusted and accessible provider of lifelong financial advice. Whatever your circumstances or depth of advice required, we aim to treat all clients equally. We’ll take the time to understand your aspirations and cut through the jargon and complexities to provide the best guidance possible to assist you in:

  • Avoiding making costly financial mistakes
  • Achieving a better return on your money
  • Accessing a broader range of ‘whole of market’ financial solutions that you could access yourself

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