What We Do
Independent Investment Advice.
Tax Efficient Investment Planning.
Investing For Growth.
Investing For Income.
Specialist Investment Adviser.
Financial Review - Financial Health Check.
Efficient Reliable Friendly Service And Helpful Advice.
Flexible Appointments/Home Visits/Daytime or Evening.
Provide Clients With 0% Initial Charge.
Provide Clients With 0% Fund Switch Charge.
Are You
Preparing For Retirement Or In Retirement.
Looking To Achieve Or Maintain Your Lifestyle.
Requiring Additional Income From Savings & Investments.
Wishing To Benefit From Tax Efficient Investments.
Looking To Invest Pension Lump Sums.
Looking To Invest Redundancy Or An Inheritance.
Looking To Invest Compensation Or Accumulated Savings.
Looking For Quality Affordable Financial Planning.
Looking To Invest Over £50,000 & Benefit From 0% Initial Charge
Looking To Benefit From 0% Fund Switch Charge.

Who Are We
Providing Professional Independent Guidance Since 1997.
Ian Harrison DipPFS Qualified.
Member Of The Personal Finance Society.
Member Of The Chartered Insurance Institute.
Invited on BBC Radio To Discuss Financial Matters.
Wealth Management Company, Firmly Established With
Numerous Satisfied Clients And Has A Loyal Client Base.
Areas We Cover
Northumberland
Tyne & Wear
County Durham
Cleveland
Yorkshire
Upon Request and After Discussion We May Be Prepared To Travel To Other Areas, Please Contact Us To Find Out.