James McCreath frequently appears on the air on BBC Radio answering your money questions.

Personal finance topics that effect you and your money.


Being close to clients means we should keep you informed on issues affecting your wealth not just during face to face meetings.

We produce several publications such as a quarterly magazine and E-Magazine (for those who prefer the electronic medium or on an iPad).

To complement our magazines we also publish financial guides on specific subjects such as ISA planning, Estate Planning, Taxation or Mortgages to help provide focused impartial information on the subjects that matter the most to you.

Further information can be found below, however if you would like a receive a publication please contact us to discuss your requirements.

'MF Money' provides you with the latest updates on matters which can affect your finances.

It includes features on up coming events such as the end of tax year and analysis of important issues such as the chancellors annual budget.

Should a particular feature be of interest we also provide focused guides on subjects such as ISAs, Inheritance Tax Planning and Taxation.

If you would like to receive our magazine or a guide please contact us and we will be happy to include you with our regular distributions.

mf money magazine

When you need specific information on a new subject or to update your knowledge we have a range of Financial Guides which offer a useful way to understand the world of finances.

Subjects Include:

•    A Guide to Wealth Management
•    A Guide to Pension Transfers
•    A Guide to Estate Planning
•    A Guide to ISA’s
•    Tax Year End Guide

Please contact us if you would like more information or even to discuss your individual requirements and we can tailor the advice for you.

financial guides