Ian, the business principal has worked in financial services and mortgage advising and management roles for over 30 years. The business aims to provide every client with honest, professional and excellent advice all of the time.

Our aim is to build up long term relationships with every client, providing them with ongoing advice and adapting their mortgage and protection portfolio as their needs and circumstances change. We are happy to speak to new and existing clients from every walk of life, whether they are just starting out and planning to buy their first property, have moved several times or are seasoned investors with property portfolio’s.

We strive to achieve excellent customer service all of the time, and over the years have built up great reputations with returning clients, professional introducers and receive many of our new clients by word of mouth from happy clients.

We look forward to speaking you, welcoming you as a new client of ours and working with you for many years to come.

Why Quilter?

Quilter Financial Planning Ltd are one of the largest providers of support to financial advisers in the UK, providing guidance on regulatory matters, access to lenders and other product providers, processing systems and software, training, competency and compliance support. We chose to work with Quilter, because we believe they offer the best all round package of solutions to help us look after our clients effectively and provide access to the best products and services for our clients needs.