Address: 11-12 Tuesday Market Place, King’s Lynn, Norfolk PE30 1JN
Phone: 01553 777600
We’re an independent financial planning & wealth management business, passionate about giving everyone the opportunity to access good quality financial advice whether that’s help with life assurance, mortgages, investments or their pension scheme. Our advisers are qualified to the highest professional standard and believe in offering innovative, tailored solutions – not a one-size fits all approach.
What we do
Good financial planning advice, in our view, is about setting realistic objectives so that you can achieve your goals. We help you to work out what you really want from life and then put a financial framework in place to help you get there.
So whether you need life assurance, a mortgage, investment advice or retirement planning, we will build a personalised plan to meet your ongoing requirements.
We will explore all the options until we find the right solution for your particular circumstances.
We work with a wide range of local individuals. What unites them is that through our style of financial planning, we can give them the freedom to lead the life they want. We also work with a number of local companies both large and small.
We strongly believe in providing opportunities for financial advice to everyone – whoever walks through our door at the Tuesday Market Place. And we offer the same level of advice to all. That means, we don’t believe in setting a minimum level of assets. Our objective is simply to help everyone make informed choices, whatever their specific circumstances.
With our corporate clients, we will offer advice on their group pension scheme but many of their employees also become individual clients of ours too. We also work with many business owners on their SSAS or advise on succession planning and exit strategies.
Or you may be someone who is approaching retirement, is at the point of retirement or is already in retirement. Depending what stage you’re at, you may still be accumulating your assets or you may have reached the point where you’re decumulating and wondering which particular pension choice is right for you. If you’ve already retired, you may be looking for advice on tax planning to make provision for later life.
Whoever you are, it’s our role to help you make those all important life-changing decisions with confidence.