Established in 2010 and bringing together decades of combined experience, we specialise in providing financial advice and services to both private and commercial clients.


We understand that every person and company has unique needs and preferences. It is our commitment to make sure we know what matters to you and find the right solutions across the whole range of life's financial matters, whether it be:

• Planning for retirement

• Getting more from your savings

• Buying or refinancing your home

• Protecting yourself, your loved ones or your employees

• Making the most of your legacy

As Whole of Market advisers, you can be confident that we offer the most suitable products from the best providers to achieve your financial goals - delivering clear, concise advice.

We are passionate about what we do and we want to work with you on an ongoing basis to help you make the best financial decisions for life.

Customer Testimonials

John has professionally guided us in all our investment strategies based on our attitude to risk, has a calming influence and takes a very pragmatic medium to long term view of what it is we wish to achieve. Over the many years we have now known John, he has never disappointed and we both trust him implicitly. We would have no hesitation in recommending John Jefferies to anybody, and indeed he has helped several members of family and friends with their financial planning.

 N & Y Butler

I have had great patient service from Martyn and he has acted selflessly and professionally in our dealings. I cannot speak highly enough of the quality of his work.

D Gray

Tracy has been personally instrumental in finding numerous solutions that suit both our needs and our budgets to ensure financial stability throughout this period of uncertainty. Her tenacity and perseverance has no bounds.

We have used Tracy many times over the years and her work is of the highest standard and she always finds the solution for us. We trust her judgement and the advice she has provided implicitly and would not consider going anywhere else for financial advice. 

Tracy comes very highly recommended by us.

P & A Lowe