Independent Wealth Management

Call us on 01276 517700 or email

Do you have a Back-Up Plan?

You may have seen the adverts on national television for Unum Income Protection.

If you need a ‘Back-up plan’, why not speak to us.  We can set this up for you using Unum, who are a perfectly good income protection provider, or with someone else if there is a better alternative for you.

Income Protection – ‘Because everyone needs a back-up plan’.

Visit Unum’s website


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Planning for retirement, your options, review your plans...



Investing your capital for tax efficient growth or income...



Protect your family, life assurance, critical illness, income protection...


Barry was kind and understanding at a very difficult time, his professional attitude in handling my financial affairs and that of my late husband, given with clarity and ease of understanding, always in a friendly manner.  I have found his advice sound and his continued care and concern to be knowledgeable and applicable.

Mrs Ann Greenwood

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