LEADING UK BUSINESS DIRECTORY
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Formed in 2004 but with links to friends and fellow professionals going back into the 1970s, we desire to assist private clients and small to medium-sized businesses to make the best of financial opportunities. We operate fully-independently of any insurer or product providers and can advise on all products from across the marketplace.
We are happy to offer an intial meeting at our own cost to assess ho we may be able to help you.
We can work on a project basis for an agreed fee, on an hourly rate or on a basis linked to matters under our advice. We want long-term, mutually-satisfying relationships. Nearly all our newer clients come to see us because they are recomended by existing clients and family or friends.
This business appears in the following
categories:
Finance & Insurance > Institutions & Advisors > Financial Services
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