Our aim is to optimise the effective management of your financial affairs.
This is achieved by offering complete independent advice. The preparation of a financial plan that has considered your financial position. An action plan specifically created to address and prioritise your needs.
This is best achieved by developing an open and honest relationship with you, providing you with the peace of mind that the most suitable arrangements for your needs will be found from the varied and complex range available in the market place today.
The financial services market place covers a broad range of product offerings, in addition to those above. 4 Insight 2 Legal & Financial are able to offer you a comprehensive range of products as an IFA. The information contained in this web site is for general information only and is not financial, investment nor tax advice.
John Bruce and David Gunning are Past Chairmen of the new PFS Tyne Tees Region, brought about by the merger of the Professional Association for Financial Services and the Society of Financial Advisers. John Bruce and David Gunning are Past Regional Chairmen of the LIA (The Professional Association for Financial Services). They are also members of the Chartered Institute of Insurance and The Institute of Financial Planning and as such they are committed to continued professional development and self improvement not only for there own benefit but so that their clients can be assured of the very best of service.
The Practice is built on good will and excellent service to our clients and as such our clients are happy to recommend us to potential new clients on a regular basis and we are happy to accept new clients whose financial future is important to them.
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