About Me…

Me are a firm of mortgage, protection and general insurance advisers based in Skipton, North Yorkshire but provide face to face advice across Yorkshire and Lancashire.

We are a multi adviser practice with Richard Purnell, Andrew Clay & Sally Roach all able to provide mortgage, protection & General insurance advice.

We provide advice from a comprehensive range of mortgage products from across the market for first charge mortgages only to both individuals and companies on all aspects of mortgage advice, life assurance, critical illness and income protection through a long term approach of fully understanding our clients’ needs, wants and aspirations and then prioritising objectives.


As advisers, me can help you arrange suitable contracts to suit your requirements. Established in 1997 me have many years of experience in finding the most suitable solution for our clients’ needs. me provide advice and help following a personal / business financial review which can take place at a convenient time and place. Usually a review will start with a very broad discussion of your concerns and aspirations. Following your initial review, we will take time to consider your situation, needs and priorities before writing a financial report. We will discuss this in a follow up meeting, or call, in which we’ll fully explain our recommendations and agree affordable priorities to assist you in acheiving your objectives