Your financial future is safe in our hands. With over 111 years of expertise and experience in our field, we take pride in offering the very best independent financial advice that is tailored specifically for you. We’ll look after you.
Feel free to take a look around our site and find out more about how we can help you plan a sound financial future. If you would just like to talk, head over to our contact page and send us an enquiry.
A little bit about us...
CHARTERED FINANCIAL PLANNERS
Established in 2002 by Karen Barwick and Colin Dawson, we take pride in offering a comprehensive range of both personal and corporate advice on investments, pensions and life assurance.
As one of the first in the North East of England to achieve Chartered Financial Planner status in January 2009, and a number of awards under our belt, we cater for those with more specialised financial needs, and have a particular interest and expertise in trust planning, auto-enrolment, investment portfolios, pension property purchase and employee benefit advice.
Great Advisors, Great Profession: The Documentary
Later Life Advice (SOLLA)
In this video, Ian Horne from Citywire looks at the value financial advisors bring and the things that prevent people from getting the proper help for all their financial needs. This is a nation of people who need financial advice but don’t seek it.
Karen Barwick as well as being a Chartered Financial Planner is also a specialist in advising older people in financial matters. She has been awarded the Later Life Adviser Accreditation (LLAA) by the Society of Later Life Advisers (SOLLA).