Our Key Financial Advisers

Andrew Singleton

Andrew Singleton

Motherwell

Investments

Get in touch with Andrew

Ray Rowland

Ray Rowland

Loughton

Later Life Planning

Get in touch with Ray

James Rolfe

James Rolfe

Horncastle

Pension Planning

Get in touch with James

profile peter mcpartland sm

Peter McPartland

South Cambridge

Investments and Savings

Get in touch with Peter

Wherever you are, we're well placed to help you!

Across our UK network we cover all aspects of financial advice including:

  • Mortgages
  • Equity Release
  • Investments
  • Inheritance Tax Planning
  • ISAs
  • Pensions
  • Later Life & Long Term Care Planning

We believe in building long-term, mutually beneficial relationships with our clients, and we promise to be there for as long as you need us.

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Tel: 0141 891 7850 or 0345 241 1808

Building mutually beneficial relationships

Our friendly advisers are happy to meet with you in the comfort of your own home, in your working premises, or in a neutral location; wherever suits you best. They are also happy to provide advice over the phone, if that's the most convenient method for you. Our aim is to make the first meeting relaxed and enjoyable – a positive experience for everyone.

All initial meetings are Free-Of-Charge and NO obligation.

We are here to help you save money and to make money and we want you to benefit from the time you spend speaking to us.