Our company goal is to forge personal, long term, profitable relationships. Paolo Standerwick established the business in 1983. The company now has a strong foothold in the industry with many long standing clients, and continues to grow. Today his 2 sons, Paul and Seán work alongside Paolo, providing advice nationally. They work closely, using each others’ knowledge and experience to provide the best advice to clients.
As a family business you can be assured that we won’t be going anywhere, and you won’t be dealing with different people in the future. Our goals are aligned with yours; we strive for long term relationships to obtain the best financial results.
All 3 Advisers have been ranked top Adviser of their local area, and featured in the top Advisers in the UK’s top rated Advisers in the Times, amassing over 340 top client reviews, and ranking as one of the top businesses in the country.
We advise on all areas of financial planning such as; mortgages, life insurance, critical illness, income protection, tax efficient investing, pensions, inheritance tax planning, equity release, and long term care to name a few.
We work closely with our experienced administration team, who help support us and our clients. In order to help our clients achieve their goals our team work is imperative.