We are a directly authorised Independent Financial Advisory firm offering advice across all areas of financial planning including investments, pensions (annuities and drawdown), protection and mortgages. Our office is based in Pontefract and our clients are based primarily across West Yorkshire, South Yorkshire, North Yorkshire, Humberside, Lancashire and Greater Manchester. We do however have clients Nationwide. Clients can visit us in our offices but we are more than happy to meet with you in your home or place of work. We have built our own client base and also acquired other IFA businesses. We have consciously not expanded too quickly as our main objective is to offer a first class service to our existing clients. We pride ourselves in doing what we say we will. We are reliable and dependable. We always act in the best interest of our clients and show integrity in all our dealings. It is important to us that our clients speak highly of the service we offer and that we develop a long term relationship built up over years of consistently good service.
