Leamington Spa Financial Advisers

We have experienced and fully qualified independent financial advisers based in Leamington Spa.

Our aim is to help you secure the life you want to live by providing investment advice, financial planning and management for you, your family and your business.
We offer advice across all the areas you’d expect — pensions, retirement planning, long-term care, savings and investments, family services, protection and insurance. We also have a dedicated mortgage advice team.
And as you and your family grows, we will continue to look ahead to opportunities on your financial horizon and be there to guide you as each new stage of life unfolds.
Our philosophy is always to do our best to…

  • Provide a friendly, courteous and efficient service;
  • Always exceed your expectations;
  • Listen to what YOU are saying;
  • Never surprise you with bills you’re not expecting;
  • Be honest, truthful and upfront with you at all times;

There’s no technical speak from us. We pride ourselves on communicating in an open, honest and transparent way that won’t blind you with unnecessary terminology and jargon. We want you to feel comfortable to pick up the phone whenever you have any questions or queries in the knowledge you’ll receive educated and sound advice. We will work with you in the way that suits you – in person, on the phone or online.

Popular Leamington Spa Financial Advice Services

Listed below are just some of the areas we offer financial advice that are popular with our clients. If you have any questions or would like a free consultation, please contact us today.

Financial Advice Leamington Spa

Our Leamington Spa Independent Financial Advisers (IFA) can offer financial advice, offering products from the whole of market.

Mortgage Advice Leamington Spa

Found your forever home? We understand how that feels, and what it takes to turn your dream into a solid, secure and lasting reality. Our Leamington Spa Mortgage Brokers can talk you through all your options to ensure we find the best deal for you.

Protection Advice Leamington Spa

It’s your home for life, and we’re here to keep it safe. That means being ready for those things most of us prefer not to think about…

Investment Advice Leamington Spa

Do you have a goal you’re working towards? We can help you put together an investment plan, whilst making sure we don’t take more risk than you’re happy with.

Pension Advice Leamington Spa

If you’re in the thick of working life then you probably won’t be thinking about your later years. But now is the time to act. And if you’re retired or coming up to retirement, we’ll need to act quickly.

Inheritance Tax Advice Leamington Spa

You’ve worked hard throughout your life to build up your savings. The last thing you want is to hand your financial legacy over to the taxman. Talk to us to see how we can help protect your assets.

Auto-Enrolment Advice Leamington Spa

Auto enrolment for a workplace pension is obligatory for every business in the UK — yet although the requirements are straightforward, the process can be daunting.

Corporate Investment Advice Leamington Spa

As your financial planning partner, we can give you the clarity and confidence to make sound investment decisions, helping you achieve your business goals while managing risk.

Business Protection Advice Leamington Spa

One of our key roles as your financial planning partner is to safeguard the continuity of your business, by protecting those who look after it.

Next steps:

Please contact us if you need further advice, have any questions about our services, or would like a free consultation.