This is Our Team. The team cover most of the North West of England. However we are predominantly based in the Bolton and Bury area. With the addition of modern technology and systems we are no longer limited to this area. This has allowed us to take on numerous clients from Northern Ireland, Wales and Scotland. The team have a wealth of experience, specialising in advice on Mortgages, Investments, Pension, Protection and Life Insurance. Previous experience of working in a number of high street banks and Investment companies allow us to call upon the knowledge gained. This Knowledge gained over a sustained period of time, allow us to help clients achieve the outcomes they desire.
Whether That be finding the most suitable Mortgage for a First time Buyer. Calculating a clients Pension income in Retirement. Helping client save for University fees for a child or Giving a client the peace of mind that if they were to pass away their family would be protected.
We are very approachable, feel free to contact us as were happy answer any questions you may have.