Established in 2013 we are part of the award winning True Bearing Chartered Financial Planners.
We are friendly, real people who take time to understand your financial goals and the outcomes that are important to you.
We are committed to delivering a first class service at a convenient time to suit you, by phone or online.
Our team comprises of qualified financial advisers, paraplanners who research the financial market, and administration support.
The team work together to ensure all areas of expertise are utilised to answer client queries and solutions effectively. Every member of the team is involved thereby providing a personalised service.
Helene Collins, Dip PFS
Helene, has been providing financial advice to families and individuals since 1985.
As a qualified Financial Adviser, Helene specialises in Equity Release, Pensions, Investments, protection and mortgage advice.
Rebecca is one of our qualified Paraplanners who researches the market for the most suitable solution for you.
Jayne has been providing administrative support to Financial Adviser’s and their clients for over 10 years. She provides a high level of customer service support, and is always at the end of the phone to assist with your enquiry.