Independent Financial Planning


Call us to book your free initial consultation at our offices:

Northampton Office

01604 636345

Ferndown Office

01202 861534

Independent Financial Planning

As your Independent Financial Adviser (IFA) we will listen to you in confidence and study your entire financial position. This is the most important part of the planning process since it ensures that we are fully aware of your current situation, your individual needs, aspirations, and requirements for financial security whenever and whatever they are.

As an IFA firm we offer access to solutions from the whole of the market, which means that we act as your agent and on your behalf only. We are not just here at the beginning as we know that plans and arrangements get out of line over time. We therefore recommend regular reviews to all clients with whom we work to establish a truly life long relationship.

Our Financial Advice Services