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01904 631839

ABOUT US

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ABOUT OUR COMPANY

We believe financial advice should be focused on client relationships and being there for every life event – be it big or small.

We want to ensure that your experience with us goes beyond just talking about money. It’s all about you, your goals, and your aspirations. We’ll work with you to promote good financial behaviours and remove financial anxiety.

We hold ourselves to the highest standards of conduct, so our customers can be assured that they are in safe hands with us, every step of the way.

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OUR PERFECT TEAM

We’re a blend of expert knowledge, skills and passion – and we’d like to think the ultimate formula for planning a secure financial future.
Stephen Wilkinson

Stephen Wilkinson

Director & Chartered Financial Planner

Veronica Wilkinson

Veronica Wilkinson

Director & Financial Planning Administrator

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WE’RE WITH YOU EVERY STEP OF THE WAY

They say, ‘money makes the world go round’. We prefer to say, ‘people make the world go round’. Your life, your hard work, your hopes, your dreams. Every step of the way, we’ll be there.

It’s our goal to help you build you a financially secure future.

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40+
YEARS OF FINANCIAL EXPERTISE

We’re financial advisers with a difference.

With over 40 years of experience, our role is to provide you and your family with the financial confidence to live life however you want to, now and in the future.

We help to create the financial confidence, you create the memories.

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OUR FINANCIAL ADVICE SERVICES

Our financial services are designed to put you first and determine the most effective way to achieve your goals. It’s expert financial advice unique to you.
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Financial Planning

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Inheritance Tax

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Retirement Planning

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Protection Planning

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Investment Planning

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Mortgage Planning

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START YOUR JOURNEY WITH US TODAY

We understand that financial planning can be complex, if not daunting. Our goal, together with you, is to help guide you to a secure financial future, allowing you to confidently enjoy today, and tomorrow.

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