Symponia Member

We provide you with truly independent financial advice, identifying your aims and objectives and then recommending the best approach to achieve them. Our overriding goal is to deliver effective client service and value for money.

All our Financial Advisers have wide experience of the financial services industry, are appropriately qualified and we offer a complete financial planning service for individuals and companies. To identify the most effective strategies for you, for the most appropriate cost, we use the most up to date information and the latest technology.

Our care fees planning team have all passed both the FSA and Symponia's appropriate examinations to advise in this, often complex, area.

We aim to make dealing with us easy. We firmly believe that dealing with your financial adviser should be a pleasure rather than a chore. We aim to deliver straightforward professional advice, great service, honesty, integrity and, of course, total independence.

We offer fee or commission based payment for our services, and costs will always be discussed at an early stage.