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Find a Mortgage

Whatever your reason for needing a mortgage – maybe you’re moving house, looking to purchase an investment property or want to raise money for some home improvements – we’ll help you find a competitive deal.

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Investment Planning

Investing can be key to building wealth for the future. We’ll guide you through the options and plan an investing strategy that meets your needs.

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It’s never too soon to start thinking about the life you want in retirement – and about how you’ll pay for it. With our pensions expertise, we can help you plan well ahead.

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About us

We are independent financial planners who help individuals and businesses plan for the future. With offices across North Wales and beyond, our client focused firm of professionally qualified, dedicated and experienced advisers provide independent advice on Investments, Pensions, Life Assurances and Mortgages to help ensure individuals and businesses get their finances in shape for the future.

We have been awarded the prestigious title of Chartered Financial Planners by the Chartered Insurance Institute (CII), one of only a few firms in the region to achieve this standard.

Professional Introducers

Over the past two decades, we have established strong collaborations with accountants, solicitors, stockbrokers, estate agents and various other professionals. Our aim has been to enhance the services provided by our partners by offering our expertise in financial planning. Through this close collaboration, we have helped many individual clients and family businesses in achieving their financial goals.

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What our Clients think …