Welcome
Our aim is to maximise your lifestyle choices by putting you in control of your finances
Welcome to our website - please take a look around:
- Spring seminar - 'Adapting to a changing financial world' - presentations available to view from the 'Download Documents' section
- NEW - County Discretionary Investment Services Valuations area - see Our News to find out more about this new service
- See our Charities Corner - an effective guide to charitable giving
- Download documents - see our latest Newsletter and have a look at presentations given at our recent seminars (you will need PowerPoint Viewer to read them)
- read our news items and other topical links
- check out the link to 'Beginners Guide to Finance' we include this as part of our aim 'making sense of money'
- Read our generic financial information on life assurance, pensions, investments, health insurance and mortgages
- use our calculators to see what you can afford to save, or invest in a pension for instance
- add yourself to our mailing list
- find our address details
- register for Client Services and benefit from our unique on-line systems, including a link to your own Discretionary Investment Valuation
- Charities corner
an effective guide to charitable giving
- Useful links
useful financial links
- News and comment
Up to the minute financial news from various sources
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Trustnet
create a watchlist, valuations and alerts for your investments