Introduction

We specialise in providing you with quality, professional independent financial advice that you can trust. Whatever your particular requirements, whether it be a mortgage, remortgage, buy to let, or protection against accident, sickness or death we can ensure that we find the best solution for you.

Meet the Team

Richard Potts

We offer all aspects of financial planning including Corporate Pensions, Individual Pensions (SIPP’s & Drawdown Plans), lump sum & regular investments, Corporate & personal Protection (including Key Man, Shareholder, Partnership, Inheritance Tax Planning & Private Medical Insurance). I am also G60 qualified so I can advise on pension transfers.