Our Managing Director, David Pritchard, has 29 years’ experience as an independent financial adviser and is proud to offer truly independent financial advice from the whole of the market, rather than being tied to certain companies, sectors and funds. This means your hard-earned investments are given the best opportunity to perform to their highest potential.
We also offer pension advice for our younger clients looking to make the most of the retirement nest egg and older clients wanting a regular income to enjoy their retirement to the maximum.
Based right in the heart of the market town of Nantwich, our clients are welcome to visit our new offices in Pepper House for regular updates and reviews of their investments in comfortable, air-conditioned offices. For clients who prefer not to travel, we are happy to arrange appointments in the comfort of your own home.
You are also welcome to attend any of our free seminars and events.
We look forward to meeting you soon. Until then, why not watch our video trailer.
"I find him (David) reliable, dependable, hard working and extremely professional. In our meetings he has the ability to explain sometimes complicated financial matters in a clear, concise and convincing manner. Furthermore, if I have a problem he willingly makes time to address my concerns."
CJ of Newcastle-under-Lyme
"Alex provided me with excellent advice for investing my pension pot without too much of a risk but still providing me with an income similar to what an annuity would have done, and leaving me with options for future needs. He gave honest and easy to understand advice and I am absolutely happy with the value for money service."
JT of Cheshire