About Us

We are a team of independent financial advisers based in Ely, Cambridgeshire. We specialise in providing unbiased, independent advice for individuals, businesses and trusts on investments, savings, retirement planning, long term care funding, inheritance tax planning, protection (for example life assurance, private medical insurance, critical illness cover) and mortgages (including lifetime mortgages).

Trevor Honey founded the company in 1988 and we have grown steadily over the past twenty five years, adding a number of additional advisers and expanding into new offices twice until we reached our current home on the Lancaster Way Business Park, 5 minutes from the centre of Ely.

A community and family ethos is at the centre of what we provide for our clients.

Business size

26-100 employees

Commercial presence