About

Welcome to our website, I am Michael Fox the Founding Principal, I am 57 and married with a beautiful daughter. I am a keen Golfer and was proud to be associated with the First Ryder Cup in Wales during 2010. I am also an avid Sailor. I joined this industry in 1982 and have been an Independent Financial Adviser since 1995.

Our charter is to care for our client’s needs and helping them achieve their Personal Financial Goals, be it their First Step on the Housing Ladder or Protecting their Estate from Inheritance Tax, we provide a personal bespoke Financial Solution. Planning for a comfortable financial future takes confidence, nothing more. Setting your goals is the first step to success. It gives       focus and direction. That’s where we can help.

We ask the questions, look into your future, give straight-talking advice and find the right financial solution by:

  1. identifying your short, medium and long-term goals;
  2. clarifying precisely what you want from life;
  3. mapping out your route to get there;
  4. making easy to understand product recommendations;
  5. adjusting your plan during significant life changes.

Being independent we will look after your personal interests. With access to the entire financial market, we can search thousands of options to find the most suitable products and services for you.

If you are thinking about creating and putting your financial plan into action, we may consider things you’ve not. Why not talk it through with us today?

Your home may be repossessed if you do not keep up the repayments on your mortgage.

For mortgage advice you can choose how we are paid: pay a fee, usually 1% of the loan amount, or we can accept commission from the lender.