|With experience stretching back to 1989, we offer a highly professional, comprehensive and above all personal service, catering for a wide variety of clients’ needs in respect of all aspects of financial planning, both personal and corporate.
Based in the historic and conveniently centrally-located town of Pershore, Worcestershire, we pride ourselves on building valuable long-term relationships with clients which we seek to achieve by providing a level of personal attention that is far in excess of that often experienced in the 21st Century – we do not employ “Customer Service Representatives” that have no idea who a client is when they call.
We combine the use of the latest technology (which is essential in the rapidly-changing world of Financial Services) with the service philosophy referred to above to stand out from our competitors – please test that claim !
How we work
We offer a choice of fee-based or commission-based remuneration methods (or even a combination of the two), but an initial consultation will ALWAYS be offered without charge or obligation. We will also always be pleased to visit clients outside our office premises, if preferred.
What we offer
Please visit the Services pages to read the generic information about the main areas of domestic business upon which we offer advice. This has been designed to be as concise and helpful as possible and we hope you will find it to be so.
Simple and competetive general insurance services
We also provide convenient access to a very competitive and easy to use “Direct quote and apply online” system for many general insurance products, including Home, Pet, Caravan, Travel, Office and Liability Insurance. Please click the following link to take you to the CETA portal:
Please contact us anytime for additional information about the services we offer, we will always be pleased to respond promptly.