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 The Financial Literacy For Adults seminar was a huge success all feedback was positive and the content was rated most relevant..... click here for more feedback -Watch this space for Financial Literacy Seminar dates for 2016

 

Click here to read our latest newsletter

Welcome to a new era in the delivery of Financial Services.......

When a group of leading Financial Advisors came together, we all shared the same vision to create a company that genuinely cares about its clients and is passionate about helping you achieve your financial goals....(read more) 

 

Click below to read our blogs......

 

Bruce's Blog   -   Why worry about toping up your mortgage?

Peter's Blog   -   Just bought a house recently?.

Colin's Blog   -   Why is it important to have an annual insurance review

Stuart's Blog   -   Is the UK Pension Opportunity Over.

 In a Youth Tragedy will your Child Sink or Swim...

Click here to read Bruce's Personal Story.

The Youth Protection Plan is only available through Planwise - it is a result of our hard work, research and development that we can provide this valuable life line. For the price of a cup of coffee per week you could put in place some certainly for your young person's life!  This benefit can be passed over to your son or daughter for their future with premiums that remain fixed at the rate of a 16 year old until they reach age 65! 

Please contact us directly to discuss taking this up for your son or daughter.  Wondering about the process?  it is really quick and easy!

 


 
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