Contact us, if requiring help planning your finances

It’s a service whereby people like us, called independent financial advisers (IFAs), look at an individual’s personal circumstances and financial plans and then recommend products to help them meet their needs.

As independent financial advisers, our recommendations are based on a comprehensive and fair analysis of the relevant market, and are unbiased and unrestricted.

Your initial consultation is at no cost. For those who contact us seeking financial advice/planning, we’ll initially talk over the phone to generally assess needs, after which a face-to-face meeting would take place.

As a result of the meeting, based on what has been discussed we might make certain financial planning recommendations. It would be upon acceptance in the undertaking of putting such recommendations in place that fees would be incurred/charged. We will always explain our fees before you decide whether to proceed.

No. Unless we speak first, we do not know if, or how, we might be able to help you.

As all people’s circumstances are different and unique to them, as are their wants, it first has to be established what you are wishing or considering doing, i.e. building a pension pot, or looking to build an education fund for a child.

We can then ascertain what is feasible based on your circumstances and the information provided. The only way we can get to this point is through an initial conversation, which is without obligation.

Yes. As independent financial advisers, our recommendations are based on a comprehensive and fair analysis of the relevant market, and are unbiased and unrestricted. We are not tied to any product provider.

No single product suits everyone, so any recommendation we make is based on your own situation and circumstances.

Yes, we can — if it’s mortgage advice you’re after head over to our mortgage advice section.