About us
What do we do?
We pride ourselves on being specialists in giving businesses and their owners quality financial advice. If you need an extra pair of hands, we will be there to help. Our work encompasses workplace pensions, defined benefit schemes, employee benefits and shareholder and partnership protection.
Adding to our credibility, we also work closely with people who are 10 years away from retirement and allow them to feel confident about life after their careers.
Who are we?
Led by Kane Platt, we are independent financial advisers working in the north-west. Based in Warrington, we are experts in building long-term relationships and helping people fulfil their financial goals.
We’re a member of the financial planning network Corbel Partners, which means that you benefit from the scale, expertise and protection that it offers. Kane is supported by an outstanding team of paraplanners and administration staff who strengthen the firm and allow him to spend more time helping you.
Why choose us?
As a business owner himself, Kane has been in your shoes and understands the impact of having an extra pair of hands. Years of experience dealing with clients’ individual needs and those of their businesses allow Kane to draw on his learnings to offer the absolute best service.
You will feel at ease from the moment you meet Kane. He will remove all your stress and lessen your workload by creating a plan and seeing it through from start to finish and beyond.