7

Dec

Extremely glad to announce that Liam Starley, following a lot of time and effort on his part, has achieved the status of Chartered Financial Planner!

Chartered Status is the profession’s gold standard. This gives you reassurance and peace of mind in the knowledge that you are receiving the highest quality of financial and investment advice and total professionalism at all times.

Case Study: Investment Management & Retirement Planning

When I first met Sheila she had numerous investments, savings and pension plans spread across a wide range of financial institutions. The portfolio was proving hard to keep track of ... READ MORE

 

Case Study: Options at Retirement

Alan approached me for advice regarding his pension fund, built up through Legal & General. Being independent, we could consider the full range of products available from the ... READ MORE

 

Latest Blog Articles

A road map for investing in uncertain times

Like everyone, we have been stunned by the events in Ukraine. These are difficult andRead more

“Noise” blocking – good for your portfolio

It’s easy to feel bombarded by the constant cycle of negative news headlines or ‘noise’,Read more