The Principal Wayne Slater, started his career in the Financial Services Industry in 1987 and has gone on to give advice to literally thousands of clients over the years and helped them invest for their future, buy houses, protect their family, plan for retirement, and insure their properties and business’s.
As a truly independent firm of Financial Advisers, we have no ties to any Insurance Companies or institution and therefore the advice and recommendations you receive, coupled with the backup, resources, and research tools available, ensure that all the advice is without bias and totally impartial.
Based in Speke, just off the main A561 Speke Boulevard and close to the Liverpool John Lennon Airport, with ease of access from all the major roads, the company provides advice to both personal & corporate clients and we can provide consultations ideally at our office, or if you prefer, we can visit you at your home or your place of work. Although many of our clients reside throughout Merseyside, due to the referrals we receive and our work with introducers, we have clients across most of the North West and in some instances much further afield.
We are authorised and regulated by the Financial Conduct Authority (Reg No: 230080) and you can view our authorisation on the FCA register https://register.fca.org.uk.
We are members of the Chartered Insurance Institute (CII) which encourages the highest professional and ethical standards in insurance and financial services, and we follow a code of ethics which sets down the principles which all members of the CII should follow in the course of their professional duties.