Since 1987, we have been helping our clients arrange their finances in the most effective way. And, as a friendly, local Independent Financial Advisers, we can provide the same high standard of service to you, your family or your business. The first stage is for us to gain a full understanding of your current situation and your future goals.
Using this as the cornerstone, we can then develop a tailor-made financial plan, designed to turn your financial dreams into a reality. We will fully explain our recommendations in a clear easy to understand manner often without the jargon.
Using this as the cornerstone, we can then develop a tailor-made financial plan, designed to turn your financial dreams into a reality. We will fully explain our recommendations in a clear easy to understand manner often without the jargon.
Services
About Us
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Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. Christopher Lock, the principal has over 30 years of experience in financial services and has been acting as an independent adviser since 1986.
Information
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This section contains miscellaneous & general financial information that you may find useful when dealing with certain life events. It's important to ensure you put the right insurance in place to protect your home, its contents and your overall financial security. Investing money needs careful consideration and you need to be absolutely sure of the risks involved.
General
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This section contains miscellaneous & general financial information that you may find useful when dealing with certain life events. This document contains a short explanation of Capital Gains Tax, the allowances available in the 2022/23 tax year, and how you can use it in your year end tax planning.
Investments
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Investing money needs careful consideration and you need to be absolutely sure of the risks involved. This section provides generic information on different types of saving & investment. You should seek advice appropriate to your specific circumstances prior to making any decisions. The value of your investments can go down as well as up, so you could get back less than you invested.
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