Established in 1999, we have been offering independent, impartial advice to both the public and business ever since.
We are Independent Financial Advisers offering all aspects of financial advice and specialise in the management of client’s capital growing steadily since inception and now manage assets estimated up to £110 Million. We operate very much as a team having three authorised Financial Advisers Mark Loran, Roger Miller and Daniel Loran and two specialised mortgage advisers, two paraplanners and two administrators. See below for more details on our dedicated team.
We believe the structure of our company allows our clients to be looked after on a more personal basis with no call centres being used, our clients are treated quickly with dignity and respect. We have the assistance of a large company behind us, Bankhall, from whom we purchase both compliance and technical services. We are fully authorised and regulated by the Financial Conduct Authority allowing our clients to be covered by the Financial Services Compensation Scheme with full professional Indemnity Insurance.
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