About our service
Chris and Brandon are both qualified advisers and have passed Financial planning certificates 1,2 and 3 (FPC 1 2 3) along with the certificate for mortgage advice and practice (CeMAP). Chris has also taken and passed the Certificate of regulated General insurance (CeRGI).
We both take great pleasure in helping clients achieve their goals and it is very important to make sure we live up to and exceed expectations.
We save time and money for busy clients, there is no need to search up and down the high street or spend hours surfing the internet. Where possible home visits can be arranged or we can transact business by telephone, post and email.
We offer truly independent advice by searching the marketplace for the right products to fit your circumstances using the latest technology.
We work mainly from referrals from other satisfied customers and for us this is a true test and we hope will give you reassurance of the good service we provide.
Our experience helps you avoid unforeseen penalties, understand the jargon and point out the small print.
By explaining the process and the options available this helps you make a fully informed decision.
To protect your mortgage and family we only advise and guide you through the various options available. We explain what you can do, and only if you need further information, we help you choose the right option for you, this way clients buy what they want from us and are not sold to. |