Financial solutions that make sense...
Wealth Management
Our wealth management service provides a single view of your investment portfolio and offers an innovative approach to financial planning and advice.
Retirement Planning
Whether you are just starting out with your pension planning or you are approaching retirement, it is important to receive professional advice as the choices you make will affect the income you receive when you decide to retire.
Savings & Investments
Whether you are saving with specific goals in mind or want to grow an existing investment portfolio, we can tailor advice to your specific needs in the most tax-efficient way.
Tax Planning
Enjoy all the tax advantages that are available whilst growing your wealth and protect that wealth from being taxed unnecessarily.
> Read more..Mortgage Advice
Your mortgage is possibly the biggest and most costly personal financial commitment that you will make. It is therefore important that you get the right mortgage advice for your needs.
> Read more..Protection
Having the right protection plans in place can provide peace of mind should prolonged ill-health, disability or death threaten your family’s financial security.
> Read more..Corporate Planning
We offer a range of financial strategies to companies, partnerships and sole traders to assist with the financial security of your business.
> Read more..What our clients think
Always given me impeccable financial advice ..
I have known Steve Guichard for the last 6 years on a professional basis. He has always given me impeccable financial advice and helped me organise my present financial and future pension requirements very satisfactorily.
Professional, courteous & efficient ..
We were very fortunate in being introduced to Steve Guichard 10 years ago and he became our financial advisor. He has demonstrated sound financial ability. He has always been thoughtful and insightful with regard to our needs. He is prepared to spend time discussing, explaining and exploring different mortgage options, insurance policies and investment strategies with us. He is professional, courteous and efficient. He meets deadlines and is competent in his job. We can recommend his services and wish him the very best.
UK finance latest
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- Nikkei 22515851.79+224.53 - +1.44%
- WP Stock Ticker
UK inflation expectations at 10-month low
LONDON (Reuters) - Britons expect inflation of 2.5 percent over the coming year, the lowest rate since the one they predicted in July last year, a YouGov/Citi survey showed on Thursday.![]()
'Investment calculator' offers investors transparency on fees
LONDON (Reuters) - A new tool launched on Wednesday promises British investors a way to cut through what its authors call the "smoke and mirrors" used by investment firms to charge hidden fees and get a more realistic valuation of their investments.![]()
Buy-to-let lender Paragon to launch bank in 2014
LONDON (Reuters) - Buy-to-let mortgage provider Paragon plans to set up a bank next year, taking advantage of new rules designed to encourage competition to Britain's established lenders.![]()
Inflation falls in April, giving more leeway for stimulus
LONDON (Reuters) - British inflation fell twice as fast as expected last month, giving incoming Bank of England governor Mark Carney more leeway to support the economy with more stimulus should the recovery weaken.![]()
Buy-to-let lender Paragon to launch bank in 2014
LONDON (Reuters) - Buy-to-let mortgage provider Paragon plans to set up a bank next year, taking advantage of new rules designed to encourage competition to Britain's established lenders.![]()








