John Gaulton

Independent Financial Advisors

We provide independent and bespoke advice on all aspects of personal and business finance including:

Financial Planning

Investments & Savings Planning

Retirement Planning & Annuity Advice

Inheritance Tax Mitigation

Personal & Business Protection

Our clients are wide ranging from young professionals to those retired or approaching retirement, business owners, and those with investment funds. Our aim is to cost-effectively maximise the growth of their wealth whilst minimising tax.

As a small organisation we are totally flexible in our approach to our clients and their needs and give a truly personal service. We always put your interests first and take a holistic view of your life circumstances and plans for the future.

Our Services

Investments & Savings

We can check the performance of your current investments and savings and point out alternatives that minimise the tax payable, have competitive charges, and strong historic performances.

Pensions

Learn more about pensions and annuities. What is right for you is purely down to your personal circumstances and we can provide advice and comparisons of the costs and benefits to help you choose.

Insurance

Find out how we can help you protect yourself or your family if you suffer a serious or critical illness, are prevented from working due to accident or sickness or die.

I have been a client for eight years, receiving a reliable service of face-to-face meetings, tailored advice and detailed reports – clear, easy to understand and appropriate to my needs.

R.J.C.

Warwickshire

"We are totally independent, tell it like it is and strive to communicate and explain everything in a clear and straightforward way."