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+44 20 7101 2817
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68 Lombard Street, London, United Kingdom, EC3V 9LJ
The City
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240 ftBank Station / Cornhill
260 ftBank Station / King William Street
430 ftBank Station / Threadneedle Street
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Specialties
A young firm of Chartered Financial Planners that specialise in pension switch and consolidation, we also offer investment, tax, mortgage and protection brokerage.
History
Established in 2002.
Managing Directors Ed and Nick have been working together since 2002. The firm has chartered status, something only 1% of City firms have managed to achieve.
Meet the Business Owner
Ed H.
Business Owner
Ed’s speciality is personal finance, particularly retirement and investment planning.
