About you

We believe that specialising in working with only certain types of people, gives us the in-depth knowledge of their financial problems and challenges, as well as the solutions, that we need.

Arranging your finances to enable you to achieve your goals in life has never been more complex. That’s why it’s important to have a specialist on your team.

We provide independent financial advice to three types of people in Northumberland and The Borders.

In your 40s and 50s

You’re in your 40s or 50s and know that you should really be thinking about putting something aside for the future.

Close to retirement

Retirement could last 20, 30, even 40 years; that’s a long time and takes careful preparation and planning.

Already retired

If you’ve already finished work you might be forgiven for thinking that your financial life is going to be simpler.