I am John Platt Dip FA, Cert PFS I am the adviser and Company Director.

About us

We are a small team with a professional and ethical practice code.

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Our approach

In four simple steps we will provide you with a solution to meet your needs.

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Testimonials

Read what our clients have to say about our approach to financial services.

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“The happiest of customers! Service way beyond what I have been used to or what I have expected.”

Mr N.C Fazakerley