About Us

I need somehow to convince you that I am an ok guy to do business with. I need to try and convince you to hm, like me. As an Independent Financial Advisor with a vast wealth of experience and with access to all the products that are available, there is no doubt that practically every adult in the country could be a client of mine since I will have access to at least one product they will purchase at some point in their lives. Be it life assurance to cover their mortgage or protect their family, critical illness to protect themselves, and their income, be it pension or savings, be it mortgage finance or will preparation, small business advice, partnership assurance, I would have a product for them.

So why isn’t everybody my client? Because either they don’t like me or don’t know I exist or like someone else more. But I promise you, I am likeable and I am letting you know that I really do exist! Honest!

Furthermore, as I am a sole trader with no oppressive corporate targets to meet, I will give you my full attention and not treat you simply as a conduit of income. I would love a long term relationship. Not in and out. I have been in business a long, long time. I know the importance of a client; the client is a gold nugget, my very life blood. Failure to treat them with total respect is fiscal folly and ultimate financial suicide.

Even if you already have arrangements in place, but have been seduced by my feeble attempts to snare your business, then a review is never a bad idea!! So, how about it? Think you could learn to like me….? Maybe at least this has made you smile.

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