Since I set up my business 8 years our client base has grown considerably. Due to the expansion of the business, it has been necessary to look to grow our team as well. 2 years ago, Lynsey Murray, my daughter qualified as an Adviser. This year Leanne Craven joined the team. We now have a much more diversified Adviser base to look after current and future clients. I feel we can meet the demands of a much broader spectrum of advice for a broader group of clients now and in the future. When I retire I know the business will be in safe hands.

Our advice covers many aspects of both Financial Planning and Financial Advice, namely-Retirement planning, Inheritance Tax Planning, Investment planning and the many types of Protection that may be needed. We believe it is becoming more difficult to find high quality personalised Financial Planning advice. Financial Planning can be one of the most important decisions that a client will ever make and it is vital that the advice that you receive is specific to an individual’s needs and situation.

It is never too late to start planning for the future, we look to work with our clients and create individually built Financial plans for them, a Financial plan is not just a one-time occurrence, it is a constantly evolving document and it is for this reason that ongoing reviews are of the utmost importance, as things can change over time. Planning can involve any distinct aspects such as Investment planning, retirement planning, protecting your family, protecting your hard-created Wealth, and just as importantly, spending your hard-created Wealth. With the constant changes we see with legislation and tax-laws, it has made successful planning increasingly difficult for individuals, we feel we can offer a tailor-made approach to suit the diverse needs of our clients.

Based in Birstall, we provide Wealth Management advice in and around Yorkshire and the North of England. With over 20 years of experience in the many aspects of Finance Advice that there are, we are committed to ensuring that our industry knowledge remains relevant and current, by the importance we place on our ongoing personal and professional development. This, along with the pride and dedication that we place on developing solid personal relationships with our clients, ensures that we can offer a rounded, professional, and highly principled service.

As appointed representatives of St. James's Place, having access to the many facets of expertise to draw from, our service is enhanced and complimented in the provision of advice covering the areas of - Investment Planning, Retirement Planning, Inheritance Tax Planning, Protection Planning, Cash Flow Planning.

Fundamentally, we see our approach as one of problem solving with clients-rather than just selling a financial product. As a result, our clients can expect to always receive the most comprehensive and appropriate advice.