Our Approach

Many companies have a mission statement. Whilst we have no objections to these, they are only effective if all employees abide by them.

Our approach is slightly different. We refer to the three Es – which stand for Experience, Education and Ethics. We believe that only if all three are in place do clients get the best possible service.

You can see from our mugshots that we are all well over 21! Andrew and Mike have been Financial Advisers since the late 1970s – so plenty of experience.

In addition both of us have undertaken periods of study and passed examinations beyond those required by the regulator. We also undertake regular continuing professional development. That takes care of education.

So, that just leaves ethics. How can we demonstrate that we behave ethically? Well, since 2008 we’ve been sending new clients a short customer care questionnaire when we complete our first piece of business with them. Many clients have returned these and not only have they ranked us highly in answer to the six questions we’ve asked, but have added notes complimenting us on our service. Others have recommended us to friends, relatives or work colleagues. There are now over 280 of these questionnaires which are available for inspection at our Northampton office.

We are here to help

If you would like to speak to us about your mortgage options, please feel free to contact us.

Alternatively please look at the services that we have on offer.