We hope we match what you have been searching for and that you will want to talk to us about what we can do specifically for you. We make no charge for a preliminary meeting or discussion to give you the opportunity of deciding that we are trustworthy and effective.
We provide independent financial services and advice to people, businesses, charities and trusts. Based in Lowestoft in Suffolk, we operate throughout Norfolk and Suffolk (and often further afield). Clients are welcome to visit us here at our offices, and we are happy to see clients in their homes or their places of work, as appropriate.
We deal in all activities of independent advice, but amongst some of the following most frequently sought for areas of help may be what you are looking for;
- Arranging a retirement income from your pension policies.
- Buying your first home, or improving your mortgage terms.
- Raising an income or capital from the value (equity) locked up in your home.
- Investing a lump sum or saving for the future.
- Protecting your estate from tax to benefit your family.
- Advising you on your investment obligations as a trustee.
- Preparing for Long Term Care for you or a loved one.
We offer effective financial solutions.