We are a small, independent, financial adviser practice located in Ampthill in Bedfordshire, and we offer personalised and tailored financial planning for individuals and companies. All our advisers are fully FPC qualified, and some advisers hold additional specialist qualifications allowing us to advise on Pensions, Trusts and Long Term Care.
Being independent means that if our advice includes product recommendations, we can choose those products from the whole of the market. If we believe we can assist you with your financial planning, we will offer a first meeting free of charge and without obligation on either side. At the end of this meeting, if both parties wish to proceed, we will agree a fee structure with you to cover the work and advice you need.