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It’s our aim to offer you the complete guidance and support you need to ensure that the financial choices you make are right for you.

As well as offering the tailored advice and support that will help you make the right decisions around Savings and Investments, Pensions, Mortgages and Protection, we also offer comprehensive advice in the following areas:

If you would like to find out more about how we can potentially help you make the most of your finances today and tomorrow, simply get in touch.


"Kevin has always provided an excellent service - carefully explaining each step of the process in layman terms. Would definitely recommend him for all aspect of financial advice."

Sue Buckland - Fleet Administrator at Bayer plc

"Kevin has provided our family with good honest financial advice over the past 15 years. I would highly recommend using Kevin and his team! "

Suzanna Adams - Client Service Director at Innovative IT

Ready to talk about your financial choices?

Contact us today for your initial consultation at our expense or find out more about how we can provide you with specialist guidance and advice that covers Savings and Investments, Pensions, Mortgages and Protection as well as a range of Additional Financial Services in Newbury.

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