Here to help you

Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.

Our Services


The benefits of insuring ourselves against undesirable events cannot be overlooked.

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Mortgages are one of the largest single transactions in most people’s lives.

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Savings & Investments

From childhood, most of us are told to put away money to save for the future.

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Designed to enable you to save enough money so you can live comfortably in retirement.

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What if I die without waking a Will – Rules of Intestacy

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Long Term Care

It’s important to consider planning for long-term care to protect you and your family.

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“Great care taken in explaining everything and encouragement to ask questions at all times”

JJP, Northumberland

“Welcoming people and place, feel supported financially”

JMW, Northumberland

“Very amiable, patient and willing to explain matters with good impartial advice tailored to our circumstances”

SMW, Hexham

Want to know more?

To find out more or to arrange a meeting with us, please
call 01434 607808, or email
2B Tanners Yard, Hexham, Nothumberland, NE46 3NL