About Us...
We offer a wide range of specialist advice including IHT planning, trust advice and all types of pension schemes and protection products.
Please call us on 0114 266 7171 for a free, no obligation, initial interview.
We currently have four advisors based in our Sheffield Office. Contact us to arrange a meeting with Andrea Yellops, Andy Myers, Antony Bolsover or Nick Brier.
Nick and Andy are amongst a small number of advisors that are both Chartered and Certified Financial Planners.
Some of our clients prefer a fee-based approach, whilst others are more comfortable with a commission basis. Either option will result in full disclosure of our fees in an open and transparent manner.
The FSA do not regulate all forms of Inheritance Tax Planning
.