Are you saving for retirement? Reviewing an existing pension or an occupational transfer? If so, we can provide expert pension advice in Stoke on Trent that is tailored to your needs
With lots of retirement options now available to you from the age of 55, we can provide you with impartial financial advice in Stoke on Trent to help you to make the best choice for you.
With interest rates at an all time low, why not consider the other options available to you? If you have £30,000+ to invest, call today for a free consultation & expert financial advice.
We offer whole of market, independent protection advice so that you can rest assured that your loved ones are taken care of.
We are a Chartered Financial Planning firm but what does this actually mean?
Symbolises professional excellence
Demonstrates high standards of learning with specialist knowledge that is Master’s degree or equivalent.
Commitment to professional behaviour
As a business we pursue higher standards of knowledge and technical competence for our staff. Our company focus’s on ethical behaviour and professional conduct whilst providing a high quality of service and support. Qualifications have always been key in our development and we are proud to continue this trend to ensure that clients can be confident that they are dealing with a highly professional firm who treats each client and their needs individually.
Both Frances and Christopher are fully regulated by the Financial Conduct Authority. We are also members of the Chartered Insurance Institute and Personal Finance Society, The London Institute of Banking and Finance, and our Advisers hold a Statement of Professional Standing. Our Advisers are level 4 and 6 standard, and Frances is also a registered Occupational (Final Salary) Pension Specialist. Our financial Advisers in Newcastle under Lyme carry out regular training and exams to ensure that they are up to date with both regulatory news and legislation.
As a Chartered Firm you can be assured that we operate by a certain Code of Ethics. This means that we abide by following rules and company ethos:
Meet the Team
