Independent financial advice you can depend upon

Transforming the way business owners and retirees in the north-west plan for their future.

About us

Our independent financial adviser, Kane Platt, has been working in financial services for more than 20 years and has built long-term relationships with clients and helped them fulfil their financial needs.

Kane is experienced and qualified in all aspects of financial advice and specialises in working with businesses of all types and sizes and their owners. He also helps people who are planning for retirement.

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Learn more about our services

As a client, you can expect quality advice that spans a wide range of different areas. By taking the time to get to know you, your goals and any concerns, we’ll then work together to provide you with the services you require.

Our individual planning services include equity release, mortgages, savings, investments, wills and trusts. While our business planning takes into consideration every aspect of your company’s finances, such as benefit schemes, protection and workplace pensions.

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Contact us

Our team is here to answer your questions. Get in touch today.

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    01925 699990

    750 Mandarin Court
    WA1 1GG