About Us

We take time to get to know you, your needs and your goals. Our objective is to take uncertainty out of your future, in the knowledge that your investments will be taken care of.

Our Services

While planning we take great care to break the subject matter down in an easily digestible format so that you fully understand and are in control of your financial affairs.

Client Testimonial

Victor Clarke

“Andrew has an extremely personable way about him while maintaining a very professional approach. His knowledge of the pension and investment industry is second to none and at no stage have we ever raised a query with Andrew that he hasn’t been able to deal with efficiently and promptly. It is most refreshing to encounter a professional who is genuinely interested in the client and the client’s success, and is quite prepared to offer advice which other brokers may see as self-defeating to their own interests.”
Client Testimonial

Victor Clarke

“Andrew has an extremely personable way about him while maintaining a very professional approach. His knowledge of the pension and investment industry is second to none and at no stage have we ever raised a query with Andrew that he hasn’t been able to deal with efficiently and promptly. It is most refreshing to encounter a professional who is genuinely interested in the client and the client’s success, and is quite prepared to offer advice which other brokers may see as self-defeating to their own interests.”
Find Out More

Choosing someone you trust to manage your financial affairs is not a decision to be taken lightly. If you’d like to talk to us and find out more about whether we might be right for you, please call us on 01 5634 300 or leave your details here and we’ll call you.