We found Richard to be a knowledgeable courteous professional.

Julia Ridley,
Managing Director,
Julia Ridley Training & Development Ltd

I must say at this point how happy I have been with the service they've provided.

Robert Driver

Paul is very helpful, we have used him as our financial adviser for some years now.

Marie & Lee Burrell

We have already recommended them to others and will do so in the future.

Robert & Emma Donovan

Communication was constant and always helpful considering we were first time buyers.

Mr A Plank &
Miss N Herridge

Paul enabled us to financially succeed in moving house.

Marc & Nina Perring

Took time to explain options and give best advice for me.

Mrs K Goring

Knowledge, experience and passion, combining to
deliver effective financial planning

Collectively with over 160 years of experience working within the financial services industry we are able to provide comprehensive and independent financial advice in the following areas:

How we work

process scematic
  1. We provide a personal and professional service to our clients
  2. We offer advice on products and services from the whole of the market
  3. We assist our clients in making informed decisions by helping them understand the products and services available, in a clear and unbiased manner
  4. We have the trust and respect of our clients by demonstrating our up to date knowledge and awareness of industry and financial developments
  5. We continually review the way we do things, in an open-minded fashion

Information you should know

  1. There will be a fee for mortgage advice. The precise amount depends on your circumstances but our typical fees on a residential mortgage of up to £500,000 would be a fee of £475.
  2. Commercial Mortgages are not regulated by the Financial Services Authority and are not arranged via Sesame Ltd.
  3. Your home may be repossessed if you do not keep up repayments on your mortgage.
  4. The FSA does not regulate some forms of inheritance tax planning.
  5. For protection insurance we offer products from a limited panel of providers.