Tel: 01304 268301     Email:                          

Our great Services

Find out more about all of the great ways we can help to find you great financial outcomes. 

When was your pension last reviewed face to face? Are you looking to retire now?

Moving house, buying your first home or looking for a better rate on your existing mortgage.

Long term care

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Long term care specialist advice provided for funding care fees. 

Disappointed with the continuing low interest rates offered? Looking to discuss alternatives, or requiring advice on existing investments?

Equity Release

Are you finding yourself with lower than expected pension income? There are ways to improve your income, even if you do not have savings, so you can enjoy your hard earned retirement. 

Long Term Care Dover

Protect you and your family against the impact of the unexpected. Protect your financial future in the event of illness, accident or death.

Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of pensions and investments can fall as well as rise. You may get back less than you invested.

Why receive financial advice?

Here are some reasons to call us now


  • Professional Service  
  • In the comfort of your home 
  • Face to face meeting
  • Save time
  • Save money




Long term care

Equity Release


Long Term Care Dover

We'd love to meet you

As local residents there is nothing we like more than meeting local people and helping them find their best financial solutions. 

Contact Us

Offer services in Deal, Dover, Sandwich and all surrounding areas

01304 268301

About Us

Vanessa has over 25 years experience of working in Deal as a Financial Adviser.

After a successful career firstly working as a Retail Investment and Specialist Protection adviser at Halifax branch in Deal and then with St James’s Place Wealth Management, Vanessa is now joined by Matthew to help continue giving valuable advice.

Proud to be part of the Deal Chamber of Commerce.

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