Here to help you

Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives.

We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.

Intergenerational planning

In recent years, a stark wealth gap has developed between older and younger generations – and it is only getting wider.

A combination of substantial property and stock market gains, in addition to generous final salary pension schemes, has paid off for the ‘baby boomer’ generation, which now holds over half of all UK private wealth. By contrast, younger generations are crushed beneath the weight of student debt, high housing costs and an insecure job market – not to mention the increasing cost of saving for retirement.


“All good.  Mike makes a complicated subject relatively straightforward and explains matters extremely well.  Sadly no suggestions for improvement!”

Mr Hassall – Newton-Le-Willows, Cheshire

“Very helpful and informative….  Excellent”

Mr Buxton – Stockport, Cheshire

“Professional and friendly service from Mike.  All queries we had were explained in detail”

Mr Critchley – Frodsham, Cheshire

“I am very pleased with the personal service I receive from Mike.  Timings of visits just right”

Mrs Hill – Shepley, Yorkshire

Want to know more?

To find out more or to arrange a meeting with us, please call
01925 909620, or email