Welcome

We offer a bespoke and fully independent financial advisory service, based on first getting to know our clients properly and then advising them honestly from there as to how best to meet their goals.  We help our clients with their Mortgage needs, their Retirement Planning requirements, with their efforts to Save for the future, with Investing their hard-earned lump sums and with Protecting everything they already have.


Jonathan Richards
MBA; BSc (Hons); CeMAP; Dip PFS
Independent Financial Adviser

We operate in a professional, but also friendly way. No hard sell…we simply help clients to identify their most pressing financial needs, and then independently research the relevant market places to find the most suitable, cost-effective solutions. 

Jonathan Richards  November 2017