This page contains a list of our most trusted advisors. We believe that they provide an excellent service and so we are happy to recommend them to our clients.
IFA - independent financial advisOr
Jim has over 20 years’ experience in the pension and investment industry. He provides unbiased and comprehensive advice on products and services from the 'whole of the market' - this means there are no restrictions with the products he offers. Jim also offers a free initial consultation with no obligation. We always receive glowing feedback from the clients we recommend to Jim, so we know you'll be in good hands.
We’d recommend arranging a meeting with Jim if:
You’ve never met with an IFA.
Your circumstances have changed since you last saw an IFA - click here for a list of events in life that have financial consequences.
You have a pension with one of the providers listed here.
07795 017 336
David will be able to help you set up your bank account with Natwest. Natwest (along with the Royal Bank of Scotland) are currently offering a free bookkeeping software package called FreeAgent with any business bank account - it’s a fantastic deal!
07775 824 275
Jamie offers a free consultation on all aspects of estate planning including wills, trusts and lasting powers of attorney. He will help you understand and build a bespoke package that is right for you and your loved ones. Jamie feels very passionately about the importance of having these documents in place.
07787 410 958
We have known Chris for a number of years now and he's a really good guy. If your business is ever in financial difficulties it's never an easy thing to talk about. He offers a free consultation to discuss your circumstances and let you know your options going forward.
07908 409 607
London & Country
Although not a person, London & Country are an absolute dream to deal with and are highly recommended by Martin Lewis at moneysavingexpert.com. They are 'whole of the market' which means they're not restricted in the products they can offer and so can usually find you the best deal. The best thing about them is that they're free to use as they receive commission direct from the mortgage companies!
0808 292 1949
Lisa is Ryan's mum and so he had some reservations about recommending her. However, after putting her name forward to a few clients the feedback has been brilliant. She's super organised and will improve the systems and ways you do things enabling you to focus on other parts of your business.
07793 234 099