Become a client

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Becoming a client couldn’t be easier!

Just pick up the phone and ask for Mark Smith – call 01235 766162 and arrange an initial meeting, which will be free of charge and completely without obligation.


Or send us an email. We look forward to hearing from you...

Investments & pensions

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In today's complicated and strictly regulated financial services market, providing independent financial advice requires specialist knowledge. We make use of our wide range of professional contacts to ensure you have a suitable independent adviser and we work with them to provide you with impartial advice in areas such as:

  • Pension schemes;
  • Life assurance;
  • Critical illness cover;
  • Private medical insurance and care plans;
  • Individual savings accounts; and
  • Investments.

Require more information?

If you would like more information or would like to speak to us direct then call us on 01235 766162. Or if you would prefer, ask us a question online.