About us

We are "The Modern IFA" because we are relaxed with our clients and are not the usual stereotypical men in suits! We will help you understand your products in an easy manor. We will keep you up to date and always put you first.

We have over 70 years of industry experience and many happy clients who often recommend us to family and friends of theirs. Why not give us a try and see what you think? You can get half an hour of our time FREE!!

As Independent Financial Advisers, our business has no links or ties to any one product provider. We can access Life Insurance, Protection, Pension, Investment and Mortgage products from across the whole marketplace.

We act on your behalf to find the right product for you.

Our Advisers

Contact		Specialisation			Telephone No.
Mr I Thompson		Investments for Trusts			Tel: 01920 466629
		Health / Long term care
		Individual Protection
		Estate Planning
		Lump Sum Investments
		Pensions (incl Stakeholder)
		Tax planning for Individuals
		Residential Mortgages
Mr S Riddle		Lump Sum Investments			Tel: 01920 466629
		Regular Savings
		Pensions (incl Stakeholder)
		Residential Mortgages
		Individual Protection
		Pension Transfers
Mr S Glenister		Residential Mortgages			Tel: 01920 466629
		Individual Protection
		Health / Long term care
		Regular Savings
		Pensions (incl Stakeholder)
		Lump Sum Investments
Mrs L Bradbury		Residential Mortgages			Tel: 01273 588565
		Individual Protection
		Health / Long term care
Mr G Martin		Regular Savings			Tel: 01920 466629
		Pensions (incl Stakeholder)
		Individual Protection
		Health / Long term care
		Pension Transfers
		Lump Sum Investments
		Residential Mortgages

 

Please contact us and we will be happy to discuss your requirements