• We are a friendly and reliable business based in the market town of Mold, covering North Wales and the North West of England.

• Delivering whole of market financial advice to business and private clients.  We offer tax efficient solutions explained in simple terms.  Our aim is to provide a face to face service that you can trust.

• Dedicated to the principles of treating customers fairly, delivering a professional and enthusiastic service to your home or office, whilst taking the greatest care to treat your personal information with complete confidentiality.

• We hope to exceed expectations by ensuring our knowledge, skills and financial fluency are maintained by continuous professional development.

• Our prime objective is to help you achieve financial freedom and peace of mind.

We offer a comprehensive service encompassing the following areas:

• Family Protection
• Investment Advice
• Retirement Planning
• Estate Planning
• Business Protection
• Workplace Pensions
• Fund Research and Annual Reviews
• Will Writing