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Financial Services

For personal financial support

Gail and our in-house Independent Financial Services team are available to offer support and advice on all areas of your personal finances.  The team will look at the complete picture of your business and personal lives, so that they can advise you on the most appropriate way forward, depending on your own individual circumstances and objectives.


Their aim is simple – to offer you and your family total financial peace of mind.

Financial Services snapshot

  • Inheritance tax planning
  • Income protection
  • Life assurance
  • Pensions
  • Personal tax services
  • Savings and investments

We’re here to help

Our team will guide you through the different financial services suitable to you and your individual circumstances, delivering advice in a clear, jargon-free way, to help you make clear, informed choices.


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To learn more about Gail, click here.  To email Gail directly, click here.


Or simply give Gail a call on 01522 815100. (Office hours: 9 a.m. – 5 p.m / 4.30 p.m. on Friday.)

  • 'Our people are different because we take the time to listen to you. All clients receive a very personal service.'
    Emma Murray, Director, Nicholsons.
  • Meet the team

    We've got a highly skilled and experienced team of people, on hand and committed to providing your business with support and advice on the full range of financial and business issues.  To find out more about them, click here.

  • Money Works

    Autumn 2019

    If you're a 'silver surfer' you will be interested in some of the articles in the Autumn 2019 Money Works newsletter.

    Click here to read it - Money Works - Autumn 2019


    Click here to read it - Money Works - Summer 2019
    Click here to read it - Money Works - Spring 2019
    Click here to read it - Money Works - Autumn 2018
    Click here to read it - Money Works - Sumner 2018