ABOUT US

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


WHO WE ARE

James Dimmock
Adviser

James graduated from the University of East Anglia with a first class honours degree in Law. He subsequently started his career as a financial adviser in 1996, and has worked for both national restricted advice (Virgin, Aviva, Prudential) and local IFA firms. He has accumulated a broad range of experience in areas such as retirement and inheritance tax planning, investments and also protection.  James appreciates the importance of providing truly independent financial advice, working closely with clients to provide bespoke solutions and a high level of customer service.

James is married to Heidi and has two teenage children. He is a passionate football supporter and enjoys running and cycling. 

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