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A little about us...

We are dedicated to creating a meaningful, long-term relationship with you that is based on understanding, knowledge and commitment to progress. We are a company of action: proactive, professional and committed to creating long-term success and financial progression for you, our client.

Our advisers have all had many years experience within the business. We are not talking of just 10 years either. Dave entered the industry in 1980 whilst  Mark has had over 25 years experience. The latest member to join our team is Marilyn who is based near Romford in Essex and she has been in the industry since 1984. That's a lot of experience and knowledge but there is always more to learn.

We regularly review our clients financial situation to ensure their current mortgage and protection needs are suitable for them. Most of us experience changes during our Lifetime some pleasant and some not. Most of our circumstances will change with time for better or for worse and therefore our financial and protection needs may also change.

We will be more than happy to meet you to carry out a free review of your protection needs and these meetings are usually arranged by prior appointment.


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