About Us

‘Our aim is to provide quality advice using easy to understand explanations in a friendly, enthusiastic and professional manner.’

With over 30 years experience in the financial services industry Paul Barnden qualified to CeMAP and having attained the Financial planning Certificate brings a wealth of knowledge to the table. In addition, as a former partner of a well respected local estate agency, Paul is able to draw on this experience to assist our clients through the buying process if needed.

Paul's wife Lisa deals with the day to day running of the office and all aspects of admin including communicating with providers and updating our clients with the progress of their application.

Our company was formed in 2009 where we worked at our offices in Drayton until 2015. At this point we sold the offices and now work from home where we hope to have created a more relaxing environment.