About Us

ad+ financial aim to provide the highest standard of Independent Financial Advice. Our comprehensive range of services include advice on Investments, Pension Planning, Protection for your business and/or your family, Savings, Tax and Inheritance Tax Planning.

About Us

ad+ financial aim to provide the highest standard of Independent Financial Advice. Our comprehensive range of services include advice on Investments, Pension Planning, Protection for your business and/or your family, Savings, Tax and Inheritance Tax Planning.

Our service is aimed at establishing long term relationships with our clients and our fee based remuneration is structured accordingly. Therefore, whether you are a new client, or one who has been with us from the start, you will receive the same quality of service.

As our firm is fully independent we have access to the entire investment, protection and pension companies available in the marketplace. More importantly any financial planning solution will be tailored to your specific personal financial goals and requirements and attitude to investment risk and loss.

Our clients come from a broad and diverse range of backgrounds. We deal with private individuals, families, small, medium and large size businesses.

Our expert Financial Advisers have years of experience across a wide range of personal and business finance issues.

Our core values

1. WE AIM TO EXCEED YOUR EXPECTATIONS.
First, we set a framework with you. Then, we work to our maximum potential – and yours.

2. WE AIM TO MAXIMISE YOUR POTENTIAL, AND THAT OF YOUR COLLEAGUES.
Helping you isn’t a sole process – we’ll help make sure that everyone involved is part of the bigger picture.

3. WE AIM TO MAXIMISE YOUR PROFITS.
This involves safeguarding the future quality and reality of your business.