Business Details
Your Trusted Partner for Financial Advice Solutions
Established by Simon Hannam, our firm brings 17 years of dedicated expertise to independent financial advisory services. We specialise in providing whole-of-market solutions for mortgages, investments, pensions, and tax planning, prioritising client needs over product-specific agendas. Our approach combines thorough financial reviews with tailored advice aligned to individual risk profiles and ethical preferences.Operating from Thatcham, Berkshire, we offer flexible consultation options while maintaining strict compliance with FCA regulations. Our commitment to transparency is demonstrated through clear communication, competitive pricing structures, and a secure online portal for client engagement. With FCA authorisation (520525) and a proven track record, we focus on long-term financial security solutions rather than short-term gains.
Services
Mortgages
Investments
Pensions
Tax Planning
Protection
Highlights and features
- We offer whole-of-market mortgage advisory services across Thatcham
- Our team has 17 years' experience in financial advisory services
- FCA regulated firm ensuring compliance with financial standards
- Personalised investment strategies tailored to individual risk profiles
- Secure online portal for real-time financial product tracking
Associations and certifications
- Financial Conduct Authority
What people say
Excellent service
Professional and sound advice
Highly recommend
Personalised approach
Successful outcomes
Services
Mortgage Advisory
We provide independent mortgage advice covering home mover mortgages, equity release schemes, and buy-to-let financing options. Our whole-of-market approach ensures access to competitive rates while considering individual financial circumstances. We guide clients through application processes, explain associated costs, and provide ongoing support for remortgaging requirements.
Investment Management
Our investment services cover ISAs, unit trusts, investment bonds, and offshore portfolios tailored to risk profiles. We focus on capital protection while seeking growth opportunities through diversified strategies. Regular portfolio reviews ensure alignment with changing financial objectives and market conditions.
Pension Planning
We offer comprehensive pension solutions including SIPP management, income drawdown plans, and consolidation of existing pensions. Our advice considers tax-efficient withdrawal strategies and lifetime asset allocation to ensure financial security during retirement years.
Tax Planning
Our tax planning services focus on optimising financial structures across income tax, capital gains tax, and inheritance tax considerations. We provide strategic advice to preserve wealth while maintaining compliance with current tax legislation and allowable allowances.
Financial Protection
We assess life assurance, income protection, and critical illness cover requirements to safeguard clients against financial hardship. Our solutions include key man insurance and shareholder protection arrangements tailored to both personal and business needs.
People
Trusted Financial Solutions
Managing Director
With 17 years' experience in financial services, Simon leads our advisory team. He specialises in whole-of-market financial solutions while maintaining FCA compliance standards.
Questions
What financial services do you specialise in?
We specialise in mortgages, investment management, pension planning, tax efficiency strategies, and protection products across Thatcham and surrounding areas.
Are you regulated by financial authorities?
Yes, we're authorised and regulated by the Financial Conduct Authority (520525) as an independent financial advisory firm.
How do you tailor financial advice?
We conduct comprehensive financial reviews considering investment periods, tax positions, risk tolerance, and ethical preferences for personalised strategies.
Can you help first-time mortgage applicants?
Yes, we guide first-time buyers through the mortgage process including affordability assessments, product selection, and application support.
Do you offer online account management?
Yes, our secure client portal allows real-time tracking of financial product progress and documentation.
What investment options do you provide?
We offer ISAs, investment bonds, unit trusts, offshore investments, and general investment accounts with transparent performance reporting.
