Welcome to our site Established in 1986, and directly authorised by the FCA, we are one of Surrey´s leading IFAs, with over £100 Million funds under management. We specialise in advising Company Directors, business owners, senior executives and managers, and we provide a highly personalised service, tailored to your requirements.
You will find our staff friendly and helpful, and we make sure that our advice is provided to you professionally, in a clear, jargon free manner.
Range of Services
Wealth Management Services
Personal Pension Planning, incl SIPPs
Income Drawdown & Annuities
Corporate Pension Planning
Key Person & Shareholder Protection
Inheritance Tax & Trust Planning
Mortgages Our Mortgage Advisory service gives you access to over 4000 different Mortgage schemes, whether you need finance for a purchase, refinance, or Buy to Let, we have access to all lenders products. We also have access to a number of exclusive deals.
New Purchase Re-mortgage Buy to Let, single or multiple units Self Certification of income schemes Equity Release Commercial Mortgages (incl SIPP mortgages)
Please call Luke Ashton or Nicki Sparks on 01483 468 888.