Sound Financial Advice

He is also a member of The Personal Finance Society (PFS). This new body is part of the one hundred year old Chartered Insurance Institute group and supports that Institute’s Code of Ethics and Conduct. We are a firm of Independent Financial Advisers based in Sutton in Surrey. We provide professional financial advice to individuals and companies in the South East and all over the UK. Our Director Peter Colah has over 30 years’ experience in the Financial Services’ sector and has many clients who have been with him for the duration of his career. We operate a ‘Treating Customers Fairly’ policy and take pride in providing a service that is ethical and professional. We always act with integrity to meet the needs of our clients. We aim to build a long term relationship and provide an ongoing service to our clients to ensure that pension, investment and protection planning gives You optimum/maximum benefits.