A free consultation, without obligation

There are times when it can prove difficult to establish your true financial needs. You may want an expert to consider whether or not your finances are in order or to point out if you need to take some action.

We offer a free consultation, of up to half an hour in length, to consider your personal circumstances. Our consultation offer is made without any obligation upon you.

Our advisers are available to meet in person, or if you would prefer it is possible to hold a consultation over the telephone.

Specialist advice

In a similar way as the medical profession, there are differences between the manner in which financial planners operate. Some can be viewed as general practitioners, whilst others choose to specialise on certain areas of advice.

Assisting our clients to plan for their futures, normally requires us to consider all aspects of their financial well being. We are careful to ensure that we highlight any protection needs, investment or tax saving opportunities that exist. This level of service demands the general financial planning skills that we have built up over the years our business has been in operation.

We understand that there are circumstances of financial planning where the expert knowledge of a specialist is required. All our advisers are well qualified and experienced, we have individual specialists who will be able to help with your specific area and if you would like to have a free initial consultation then please contact our Plymouth Office 01752 347070 or St Austell office 01726 72260.

Contact		Specialisation		Email
Miss E Hyams		Commercial Mortgages		St Austell
		Tax planning for Individuals
		Portfolio Management
		Estate Planning
		Pension Transfers
		Pensions (incl Stakeholder)
		Pension choices at Retirement
		Lump Sum Investments
		Residential Mortgages
Miss J Baskott		Group Protection		Plymouth
		Group Pensions
		Employee Benefits
		Shareholder Protection
		Tax Planning for businesses
		Key Person Protection
		Commercial Mortgages
		Group Stakeholder
		Individual Protection
		Portfolio Management
		Estate Planning
		Pension Transfers
		Pensions (incl Stakeholder)
		Lump Sum Investments
		Tax planning for Individuals
		Residential Mortgages
Your home may be repossessed if you do not keep up repayments on your mortgage.