We are a firm of Independent Financial Advisers based in Sutton in Surrey. We provide professional financial advice to individuals and companies in the South East and all over the UK. Our Director Peter Colah has over 30 years’ experience in the Financial Services’ sector and has many clients who have been with him for the duration of his career.
We operate a ‘Treating Customers Fairly’ policy and take pride in providing a service that is ethical and professional. We always act with integrity to meet the needs of our clients. We aim to build a long term relationship and provide an ongoing service to our clients to ensure that pension, investment and protection planning gives You optimum/maximum benefits.
We are directly authorised by the FCA and are completely independent, so we have access to the whole of the financial market to search for the best possible solution to match your financial requirements and goals. We strive to find effective strategies to safeguard your financial security and plan your financial future.