About us
Paul Toon - Independent Financial Advisor
Drawing on over 16 years experience in financial services Paul specialises in investment and retirement planning.
Having worked for some of the UK’s largest insurance companies, banks and building societies, Paul set up his own financial planning practice to provide clients with the best possible independent financial advice » more
Richard Lester - Mortgage Advisor
Our mortgage specialist, Richard Lester has 12 years experience in Financial Services with 10 of those coming in the mortgage market. Richard has worked at director level at large whole of market mortgage brokerages in the East Midlands and takes the view that clients need to be guided through the minefield that is the mortgage market » more
Impartial Financial Planning advice
We offer a comprehensive financial planning service to clients both locally in Derbyshire and throughout the UK.
PAUL TOON - Independent Financial Advisor
If you would like to discuss any aspect of our services please feel free to contact me » more about Paul
We pride ourselves on the impartial advice which reflects the individual needs of our clients.
Our proposition couples independent investment and retirement advice with whole of market mortgage and insurance advice.
The proposition is centred around our commitment to ongoing service and advice which our long term clients appreciate.
Our services are offered on a fee or commission basis, the initial meeting is without obligation or charge.
Despite a decade of economic uncertainty we have continued to provide our clients with quality financial advice whilst maintaining our high service standards.
