- Credit: Archant
Dedicated to increasing your wealth and protecting it from greedy bankers, crazy Governments, grasping authorities and other legalised robbers.
We’re trust-based advisers. We don’t use selling techniques or pressurise you into making decisions, we won’t bombard you with telephone calls. We’re just no-nonsense Yorkshire advisers, renowned for telling it like it is. We simply help you achieve your goals, and we’ve been doing that for our clients for more than 30 years. We currently help over 1,700 clients- some of whom have been with us from the very start-make smarter decisions about their money. We put our clients first, because your future is our future. We’re the first Yorkshire financial planners to achieve Chartered status and the British Kite Mark for excellence of advice and client care. Which, the independent consumer association, will only refer its readers to Independent Financial Advisers who have reached these high standards.
You might want to make sure your money’s invested wisely, we can help you get the best returns and reduce tax. You might be worried about Inheritance Tax or a parent who needs care-we can make sure your money ends up where you want. You might want a better retirement-we can increase your income in retirement - sometimes by as much as 40%. You may want to protect your family or business in the event of death or illness - we can protect the things you value most. We’re so sure we can make a difference, we offer a no-quibble money back guarantee. If, within the first 12 months, you’re not 100% satisfied with our service, just tell us why and we’ll refund all the fees paid. We’re committed to independence. This means that we can scour the whole market to find the best solutions for you. We go out of our way to get independent accreditations and client testimonials. You can be reassured that you’re dealing with advisers with the very highest standards of advice and client care.