We are an award-winning accountancy firm offering financial advice in Durham and across the North East. Our independent financial advisors are here to help you take the first step towards financial freedom, giving you peace of mind to enjoy your wealth now, and in the future.
As a leading firm with professional accreditation from the FCA (Financial Conduct Authority), we guarantee exceptional service. Our finance team in Durham and across the North are highly experienced, working with various different clients across the North East. We coordinate regular training and professional development to maintain the highest standards of knowledge, so you can rest assured your money is in safe hands.
A Professional Approach to Financial Advice
When seeking financial advice, It’s important to choose a skilled advisor who you can trust. Our Durham and North East financial advisors pride themselves on our personal and professional approach to financial advice. Whether you need guidance on a major financial decision or help with managing your investments, we offer transparent financial advice tailored towards you and your best interests. From large companies, to SMEs, to individuals, we always put our clients first.
We are real people and we understand that life can sometimes be unpredictable, and your circumstances may change. We will develop a close professional relationship with you, meeting on a regular basis to review your assets and ensure we are maintaining the best balance between your goals and your budget.
Make the Most of Your Money
Our financial advisors are dedicated to making the most out of your money. Whether you’re trying to secure a mortgage, planning for retirement, or looking for investment opportunities, we will ensure your assets are being maximised. We require no minimum investment and your initial consultation is free of charge.