The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family andfor businesses of all sizes. Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish. So it all starts with listening.
Established in 2009 by Paul Keightley and Simon Pattison, with over 40 years of combined experience in the industry. We are a small business with clients in all parts of the country. Our Company is100% owned by its Management, ensuring our interests are in line with our clients' interests. Choosing the right financial adviser is an important decision to make. Getting good financial advice could make a real difference to achieving your goals.
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