Our friendly, approachable staff are here to help and ensure that we offer the right solution for your financial needs. By using the most up to date technology and sourcing software, along with membership of the Simplybiz Network, we are able to search the marketplace to find the best product to suit your individual requirements. Whatever your needs, we can provide tailor made solutions that are right for you or your business.
Monday to Friday 9.00 – 5.30
Pip advises on many aspects of wealth management, such as investments, long-term planning needs and inheritance tax issues, helping both individuals and businesses of widely differing financial resources and life stages, achieve their financial aims.
With access to the exclusive range of ‘St. James’s Place’ products, we fuse the security of a ‘Blue Chip’ company, with the traditional values and service of a local family business, giving both private and business clients peace of mind.
We offer a FREE, NO OBLIGATION FINANCIAL REVIEW, which can be at our office just off the High Street near Sainsburys, or in the comfort of your own home.
Pop in, call or fill out a contact form via our website.
Monday to Friday 8:30am – 4.30pm
Phone: 0115 922 6424
Our services are provided by qualified professionals in the following fields: accountancy, bookkeeping, event management, graphic design, copywriting and trade association and society management.
8.30am – 4.30pm