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Who are we? We are proud to have been providing independent financial advice in Yorkshire for over 20years. The founder of the Company, Edward Smith - has over 25 years of experience in this specialist field. In total the Company has an extensive combined 65 years in Financial Advice services. |
We pride ourselves on the personal service we are able to offer our Clients.
The majority of our, ever increasing new Client base, comes directly via
personal referrals from our existing Clients.
Occasionally our Clients specifically request a female adviser.
We are pleased that Sue Rayner, as part of our team, is able to fulfil this requirement. |