Proudly independent, professional, financial advice and planning
New! Personal Finance Portal (PFP) – the revolutionary app that gives you access to view all your finances in one place 24/7 on any mobile or web device. PFP enables you to view your fund information and financial portfolio at the click of a button. So whether you’re looking for an up-to-date valuation of your portfolio, want to assess how you’re progressing against your goals or simply wish to get in touch, PFP has it covered. You can find it here.
New! To schedule a face to face appointment or time to talk please check my availability at http://jamesbrewster.co.uk/meetme/.
Savings and Investment
We’ll guide you every step of the way… from wealth accumulation, to wealth preservation.
Creation and implementation of an investment strategy suited to your risk profile, coupled with yearly reviews to ensure your objectives are met.
It’s never too early to start planning for a comfortable retirement and never too late to ensure that you are taking full advantage of your existing pensions.
We advise on consolidating your pensions, new pension planning and existing pension review, as well as at retirement options.
Insurance and Protection
There’s insurance available to cover for almost every eventuality throughout life – life assurance, critical illness cover, mortgage protection and trust arrangement.
We’ll research and implement the protection that is right to protect you and your family, independently from the whole market.