We provide an extensive range of financial planning services, from buying your first home to planning for your retirement and everything in between. Whichever life stage you're at, we're here to give you professional advice you can trust. Our experienced team of Financial Planners provide expert knowledge and advice to help you meet your Investment, Pensions and Estate Planning goals.

Whilst our highly qualified Mortgage and Insurance Specialists search the market to help find the most appropriate Mortgage and Insurance solution for your current needs and circumstances. If you need advice on planning the next stage of your life's journey, why not give us a call? Your first meeting is at no initial cost to you and is without obligation.

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About Report

Paul Sands has been involved in the financial services industry since 1996, starting his first business in 2003 and ultimately becoming a fully qualified financial adviser. Paul recently joined forces with Matt Rogers, an experienced IFA who had previously run his own successful business for a number of years.

Meet The Team Report

Paul has worked in the Financial Services Industry for over 20 years, in both the corporate and independent sectors for the likes of FCE Bank, Connells and Lifetime. In 2003, Paul set up his first company and is now Director of SR Finance and Sands Financial Management. Paul enjoys spending time with his wife Caroline and their two daughters.

Services Report

The Financial Conduct Authority does not regulate advice on taxation and trusts, Will writing and some aspects of buy-to-let mortgages. Where you have a complaint or dispute with us and we are unable to resolve this to your satisfaction then we are obliged to offer you the Financial Ombudsman Service to help resolve this.

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