Who we are
Set up in 1997, we are a small team of friendly, knowledgeable financial advisers, based in Wigan. Between us, we have over 50 years' experience in the financial services industry meaning that, whatever your needs, we can definitely HELP.
As a firmly established business, we are proud of the expertise and level of service we provide and aim to develop long-term relationships with our clients. That way, we can keep on top of your arrangements and make sure everything is on track and working for you as it should.
We think our approach is one that works but, more importantly, so do our customers. The majority are existing clients and they tell us that they return because of our reliable, independent advice and quality service.
There are many places to go now for financial products (take a look next time you're at the checkout!), but some decisions are too important to make when buying your bread.
So, when you need real expertise and advice on making the most of YOUR money, WE can HELP.
The Team
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Elanor Hill
Along with Victoria Whittle, Elanor is joint partner of the company. She has over 17 years' experience advising clients about their finances, holds the Certificate of Personal Finance Society (Cert PFS) and CeMap, and specialises in pensions and investments, as well as mortgages.
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Victoria Whittle
Vicky co-owns the company with Elanor and also has over 17 years' experience in the financial services industry, holding the Certificate of Personal Finance Society (Cert PFS) and CeMap. As well as mortgages and protection, she specialises in business protection to ensure that in the event of a change in circumstances (ill health, critical illness or even death) a business can maintain its profits.
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Matthew Halliwell
Our token male joined us in 2002, having previously worked as a consultant for two major insurance companies. Matthew is a mortgage and protection specialist, arranging mortgages from the whole of the mortgage marketplace and protecting those policies (and related insurances) in the event of death, sickness and unemployment. He holds the Certificate of Personal Finance Society (Cert PFS) and mortgage advice qualifications.
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| one of our four interview offices |
our premises occupy the first two floors above 4-6 Library St Wigan |
our administration and reception area |
one of our four interview offices |
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