Our Company

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We are a local Financial Advice company with a large wealth of knowledge and combined experience in the financial services industry. We believe in providing high quality service, with the emphasis on building long-term relationships with our clients, and we have dedicated and skilled advisers who work together to achieve this.  

We have seen a few changes over the last year.  John Cannaby has retired after 53 years in the financial industry.  Joining the team is Callum Brown who is currently studying through the School of Finance and is set to be fully qualified Financial Adviser by March 2022.

Paul and Shane offer advise in all aspects of financial planning with Shane specialising in Long-Term Care and Equity Release.

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EQUITY RELEASE WILL REDUCE THE VALUE OF YOUR ESTATE AND CAN AFFECT YOUR ELIGIBILITY FOR MEANS TESTED BENEFITS.

Other Areas of Expertise

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