Business Details
We have been delivering independent financial advice since 1958, building a legacy of trust across Berkshire, Bucks and Surrey. Our practice, based in Maidenhead, specialises in retirement, pension, equity release, longterm care and mortgage solutions for clients of all ages. John Ashworth, our Director, holds a B.Sc. (Hons) in Economics, advanced financial planning qualifications and is a member of the Society of Later Life Advisers. We are authorised and regulated by the Financial Conduct Authority, ensuring every recommendation meets stringent industry standards. Our clients receive unbiased, honest advice delivered through confidential, personalised service and regular reviews. We pride ourselves on understanding each client's unique circumstances, enabling bespoke strategies that align with their longterm goals.
We maintain full transparency, providing clear explanations of risks, costs and expected outcomes at every step. Our commitment to client satisfaction drives us to be accessible, responsive and proactive in addressing financial concerns. We offer strategic financial planning, including detailed budgeting, investment selection and retirement income optimisation. Clients trust us to act in their best interests, free from conflicts of interest, thanks to our independent advisory model. Whatever your financial goal, we are ready to accommodate and guide you towards a secure, prosperous future.
We maintain full transparency, providing clear explanations of risks, costs and expected outcomes at every step. Our commitment to client satisfaction drives us to be accessible, responsive and proactive in addressing financial concerns. We offer strategic financial planning, including detailed budgeting, investment selection and retirement income optimisation. Clients trust us to act in their best interests, free from conflicts of interest, thanks to our independent advisory model. Whatever your financial goal, we are ready to accommodate and guide you towards a secure, prosperous future.
Highlights and features
- We have 65 years of independent advice experience.
- We hold FCA authorisation and regulatory compliance.
- We specialise in retirement and care home fee advice.
- We deliver impartial advice from Society of Later Life Advisers.
- We provide regular reviews to keep strategies on target.
Services
Mortgages
We provide expert mortgage advice covering firsttime purchases, remortgages and specialised equity release products. Our clients, ranging from new homeowners to those seeking to release equity, benefit from tailored solutions that maximise value and minimise costs. We ensure every mortgage plan aligns with longterm financial goals and regulatory standards.
Pensions
We offer comprehensive pension planning for individuals approaching retirement or already retired. Our thorough assessments identify optimal contribution levels, tax advantages and withdrawal strategies. Clients gain peace of mind knowing their pension is managed to secure future income and comply with FCA regulations.
Equity Release
We specialise in equity release solutions, including lifetime mortgages and home reversion plans. Targeting homeowners aged 55 and above, we assess market options to unlock capital while preserving home ownership. Clients benefit from clear, riskmanaged advice that supports longterm financial stability.
Long Term Care
We provide expert guidance on longterm care planning and care home fee advice. For clients approaching the need for residential care, we evaluate care options, budgeting, and funding strategies. Clients receive transparent, costeffective plans that secure quality care without compromising financial security.
Savings and Investments
We deliver tailored savings and investment strategies for all life stages. By analysing risk tolerance and longterm objectives, we recommend diversified portfolios, taxefficient vehicles and regular performance reviews. Clients achieve growth, income and peace of mind under strict regulatory oversight.
