Here to help

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.

Our Services


Mortgages are one of the largest single transactions in most people’s lives.

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The benefits of insuring ourselves against undesirable events cannot be overlooked.

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Savings & Investments

From childhood, most of us are told to put away money to save for the future.

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Designed to enable you to save enough money so you can live comfortably in retirement.

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Wills & Trusts

If you die without a Will, then the government will decide who will inherit your estate.

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General Insurance

Whether you rent or own your home, insuring it is the right thing to do.

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Long Term Care

It’s important to consider planning for long-term care to protect you and your family.

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Contact Us

Please contact us to find out how we can help you achieve your financial objectives.

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“Nothing to much trouble. Very helpful and always at hand when needed. Very pleasant and easy to talk to.”

Mr GA G, Darlington

“Did an excellent job, took all my needs into consideration and explained everything clearly, all this was completed on time.”

Mrs P McM, Newcastle Upon Tyne


“Good relevant advice given clearly and offered. Good suggestions that we had not previously considered.” 

Mr W S, North Shields

Want to know more?

To find out more or to arrange a meeting with us, please call 0191 2135 435, or email