The value of financial advice

See your finances differently

Financial advice has the power to add real value to your life, and the benefits can also reach future generations. It will help you achieve your objectives and reassure you that everything is being taken care of by a qualified professional. We’re more than just an extra pair of hands; we’re an integral part of your future.

A 2017 report by Royal London and the International Longevity Centre showed that, on average, people who work with a financial adviser boost their assets by up to £43,245.

How we charge

The fees we charge will depend on the complexity of your situation, however, we will let you know what we charge at an early stage and give you time to make a well-informed decision. There are no hidden costs and we charge an initial fee and an ongoing fee.

During the process, we will help you to understand your tolerance for investment risk and then put together a well-diversified portfolio that will meet the objectives you outlined in our first meeting together. We will continue to be there for you even after we have implemented your plan.

A genuinely personal service

Our ongoing service includes regular review meetings and updating your financial plan to take into account any tax or legislation changes. We also take care of all future administration of your pensions and investments, make future top-ups and withdrawals, provide cashflow planning and implement portfolio changes and switches where necessary.

Our commitment to you is what matters most. We want you to have the financial freedom to look back and know you made the best decisions. Financial advice can’t be rushed, and that’s why we commit to forming long-term relationships with our clients and go out of our way to deliver a top-tier service.

The Financial Conduct Authority do not regulate cash flow planning.

Why choose us?