about us
Led by owner James Williams, an independent financial advisor, who has decades of experience in the finance industry, believes the small and friendly proactive financial team stand out, thanks to their genuine commitment to providing the best possible customer service.
We are independent financial advisors in Bridlington and have access to the full range of products and services available across the financial market. Your interests come first – we work for you, and tailor our services and recommendations to your specific situation.
James Williams, founder
Why us
For us, it’s all about relationships. As an established business, we are in it for the long haul, and aim to support you throughout your lifelong wealth planning.
The better we get to know you, the more appropriate our advice will be, and the more value you will gain from our service. Loyalty, trust, and professionalism are key to how we work as individuals and as a team – we won’t let you down.
Based in the East Yorkshire seaside town of Bridlington, we are perfectly placed to support local residents and can meet face-to-face in our Quay Road offices or in the comfort of your own home.
Clients from elsewhere in the UK are very welcome, too – we’re happy to talk over the phone or via videocall if preferred.
“The better we get to know you, the more appropriate our advice will be.”
James Williams
