We are a professional independent company specialising in the provision of financial advice to those approaching, at & beyond retirement.
We can help you with advice in the following areas:
- Investments
- Pensions
- Retirement Planning
- Long Term Care Planning
- Estate Planning
- Ethical Investments
- Family Cover
Financial advice needn't be daunting. We take as much time as you need to explain your options to you in plain English.
The Directors, David Sancto & Ian Merricks have combined experience in financial services in excess of 60 years providing investment, retirement & tax mitigation advice.
Our experience of many challenging market & economic conditions allows us to be confident in delivering sound advice when managing investments through any turmoil.
Our core business values are to offer quality independent advice and to provide a thorough and comprehensive service to our clients by maintaining regular contact on a face to face basis.
| Indices | ||
| Value | Move | % |
| FTSE 100 | 8,078.86 | 38.48  | 0.48 |
| FTSE All Share | 4,387.94 | 13.88 | 0.32 |
| Currencies | ||
| Value | Move | % |
| Euro | ||
| 1.17 | 0.00  | -0.01 |
| United States Dollar | ||
| 1.25 | 0.00 | -0.04 |