ABOUT US

"Players win games, teams win championships."
Bill Taylor (1929-2011)


WHO WE ARE

Andrew Clare
Adviser

Andrew has lived in Norfolk all his life and has been in the financial services industry since 1998.

He started his career in financial services with Aviva formally Norwich Union where he spent 15 years as a Senior Financial Adviser. Andrew is level 4 diploma qualified to provide financial advice. His specialist areas are investment and pension planning. He also advises in the corporate planning market to new and established companies.

Andrew lives with his partner and two children and enjoys walking, cinema, good food and spending time with friends and family in his spare time.

His claim to fame is he is a distant relative of Howard Carter the man who discovered the tomb of Tutankhamun.

OUR FEES


We seek to achieve a fair reward for the work we do. We are not cheap, nor are we expensive, what we are is exceptional value for money.

We offer a brief initial consultation to new clients at no cost to them. Every fee package will be different depending upon the amount of work we do and the level of ongoing service provided. Be assured that written fee proposals will be provided in advance and will always be agreed with you beforehand.

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MISSION STATEMENT

To provide you with the right advice and guidance at the right time, in a friendly and efficient manner.

JOHN DONEY | MANAGING DIRECTOR