Independent Financial Advisers who specialise in the needs of individuals and small businesses

Our mission is to help our clients increase
their wealth, protect their lifestyle and
achieve financial independence.


I found your services and communications excellent. I would definitely recommend your company to friends and colleagues in future. Mr W, Plymouth
Thank you for handling our remortgage in such a fast and efficient way. It has been very much appreciated. Mr & Mrs B, Penzance
Jim and the gang. Thanks so very much. Sue, Plymouth
Just wanted to say a very big thank you for your perseverance in getting a mortgage sorted out for us in this difficult financial market. We are most grateful to you. Mr & Mrs M, Bodmin
I found the service courteous, helpful and friendly at all times. Miss R, Cornwall
So Jim, many many thanks for all you did for me. I shall be eternally grateful. I am always recommending you to friends so hopefully some of them will in time make contact. Miss G, Devon