As Independent Financial Advisers we offer our services on a fee basis, commission or a combination of both.

The initial consultation is without charge or obligation. At this time we will fully explain our services, gather information and agree with you the basis of remuneration for advice.

We offer specialist advice to elderly clients, their families and Attorneys, seeking to address the funding of care home fees. Paul is a member of Legal Support Services, an independent organization which promotes the highest possible standards of advice and service in planning for long term care.

We work very closely with our professional connections, particularly solicitors and as such are frequently asked to advise Trustees in matters of investments for Trust funds.

The majority of our pension clients are advised by Bob who has many years of experience in this field.