Business Details
We have been providing comprehensive financial advice since 1990, serving clients across the South East of England and the UK. Our principal, Andrew Dawborn, has been in financial services since 1979, ensuring deep expertise in tailored financial planning. We offer a fully Independent Whole of Market Service to address diverse client needs. An initial no-charge consultation allows us to assess your current financial position and future objectives. Our personalised approach includes visiting clients at home or work to build trust and understanding. We provide written analysis with recommendations aligned to your goals, ensuring transparency.
Clients may choose between fee-based or commission remuneration models, both clearly explained upfront. As FCA-regulated advisers, we adhere to strict professional standards and regulatory compliance. Our focus on long-term relationships is reflected in our commitment to ongoing support and adaptability. We prioritize helping clients achieve financial independence through strategic planning. Our service extends to complex areas such as retirement income and corporate taxation. We maintain full transparency in costs and processes to build lasting client confidence.
Clients may choose between fee-based or commission remuneration models, both clearly explained upfront. As FCA-regulated advisers, we adhere to strict professional standards and regulatory compliance. Our focus on long-term relationships is reflected in our commitment to ongoing support and adaptability. We prioritize helping clients achieve financial independence through strategic planning. Our service extends to complex areas such as retirement income and corporate taxation. We maintain full transparency in costs and processes to build lasting client confidence.
Highlights and features
- We have over 30 years of financial advisory experience
- We are authorised and regulated by the Financial Conduct Authority
- We provide truly independent whole of market financial solutions
- We offer personalised service through home or office consultations
- We maintain complete transparency in all remuneration options
Services
Investments
Our investment service creates tailored portfolios aligned with individual risk profiles and financial goals. Designed for both private clients and businesses, this service focuses on long-term growth and capital preservation. We provide regular portfolio reviews and adjustments to ensure alignment with evolving financial objectives.
Pensions Advice
Specialising in retirement planning, we help clients maximise pension benefits through tailored strategies. Our service caters to individuals approaching retirement and those in retirement, offering solutions for income generation and estate planning. We ensure compliance with complex pension regulations for optimal outcomes.
Mortgages
We provide expert mortgage advice for residential and buy-to-let properties, securing competitive rates and suitable products. Our service helps homeowners navigate mortgage selection, remortgaging, and equity release options. We prioritise finding solutions that align with clients' financial circumstances and future plans.
Corporate Taxation
Our corporate taxation service helps businesses optimise tax efficiency through strategic planning. Tailored to SMEs and larger corporations, this service includes tax compliance, relief identification, and restructuring advice. We ensure full regulatory compliance while minimising tax liabilities.
Retirement Planning
We specialise in creating bespoke retirement plans ensuring clients achieve financial independence. Our service includes pension consolidation, income strategy development, and inheritance planning. By understanding individual lifestyle aspirations, we create sustainable income solutions for retirement.
