The Financial Partnership

We believe in developing a long term working relationship with clients, based on the fundamentals of professionalism, transparency and integrity. Whatever your financial planning needs are, our experienced advisers are here to answer your questions and help find the right solutions for you. Sean has over 25 years experience in financial services working closely with clients over the years to help them achieve their financial goals and objectives. He provides advice on all aspects of financial planning including protection, investments, pension planning and mortgages. Sean’s Key areas of expertise are investment and retirement planning. Anthony has 20 years experience as a financial planner with over 15 of these years offering his clients Independent Financial Advice. Whilst qualified to a level allowing wide ranging financial planning, Anthony’s Key areas of expertise are Pension Funding options and Investment Planning, this also encompassing Pension Income options and Inheritance Tax Planning.