Our Company

Who are we?

Established in 1977 to provide a dedicated financial service to the healthcare Professions.

We have offices in East Anglia, the Midlands and Scotland operated by partners and personnel who have very many years of experience in advising clients and their families.

We offer a personal, efficient and friendly approach to all our clients and their particular financial needs. Our recommendations are made only after careful research using state of the art technology.

Our Independence

As Independent Financial Advisers, our business has no links or ties to any one product provider. We can access Life Assurance, Pension or Investment products from across the whole marketplace. This means we can choose from amongst 30,000 financial products to provide the best for you.