Independent Financial Advisors in Maidenhead
Independent financial advisors serving Maidenhead, Cookham and Berkshire.
Pensions and your retirement dreams, with investment and regular savings to help you plan ahead.
School fees, life and health insurance, and critical illness cover to protect what matters most.
Tax planning, equity release and long term care advice for later life.
Auto enrolment, employee benefits, director pensions, keyman cover, loan protection, group risk, death in service and private medical insurance for your business.
Thank you for visiting our website — we hope it answers the questions you have and helps with the decisions you need to make.
We have been doing this for a very long time, and our highly experienced and expert team can advise in all areas of financial advice. Our aim is to bring you financial peace of mind.
A consummate professional but with the human touch
The level of communication and speed of response is excellent
Absolutely no complaints about the service which is always excellent. Now if you could sort out the Eurozone, stock markets and confidence in Uk economy – perfection.
Advice has always been clear and transparent, explaining the pros and cons
We are regulated by the Financial Conduct Authority. We are entered on the FSA Register under reference 154311.
We are obliged to have Professional Indemnity Insurance; however, should we be unable to meet our obligations, you will be covered by the Financial Services Compensation Scheme (FSCS).
We comply fully with the Data Protection Act and treat your personal details as strictly confidential, though we may need to share data with regulators and auditors for compliance purposes.
To comply with Money Laundering regulations, we are required to verify your identity and residence before accepting a first payment from you.
You can end our relationship at any time by writing to us confirming the date you wish to leave. If any transactions are outstanding, you will need to tell us how you wish to deal with them.
If we fall short of your expectations you can make a complaint to our compliance office. If you remain dissatisfied with the outcome, you may be able to contact the Financial Ombudsman Service.
Get in touch with our experienced team to discuss your financial advice needs.
