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Welcome....

As your local Independent Financial Advisers (IFA) for Staffordshire, West Midlands and the wider area we provide independent financial advice in all financial planning areas including:-

• Investments
• Annuities and Open market Options
• Inheritance tax planning
• Mortgages/ Remortgages
• Protection
• Retirement
• Savings
• Pensions & Pension transfers

As local independent financial advisers we take great pride in the quality of our client care and service and offer comprehensive advice that meets the majority of personal financial needs.

We do offer a FREE financial review - please contact us on 01889 577588 to arrange an appointment.
 
Regulatory Statements

Authorised and Regulated by the Financial Services Authority.

Registered in England and Wales Company No. Company Registration Number.

Registered Office:
Woodland House, Stafford Brook Road, Penkridge Bank, Rugeley, Staffs, WS15 2TX

FSA Firm Number: 229704

Telephone : 01889 577588




The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.

To visit the FSA consumer website - The Money Advice Service - please click here

To verify our status with the FSA, click here and key in our FSA number: 229704


  
Woodland House, Stafford Brook Road, Penkridge Bank, Rugeley, Staffs, WS15 2TX - Telephone : 01889 577588