How we work

It’s the 21st Century, and we believe in using 21st Century technology! All our client contact is done through phone, live-chat or email – much more efficient than face-to-face meetings, but no less personal.*

*But please, feel free to make an appointment to stop by one of our offices for a chat.

A fincancial adviser surrounded by various pieces of technology.

What's the financial advice process?

Tell us about yourself and your situation.

We like to get to know you - who you are, what your financial situation is, and where you want to be in the future. That way, we can make a plan that works for you.

Have a 60 minute chat with a financial adviser

Our advisers are available when you need them to be. Get in touch through phone or video call as part of your free financial review.

Receive your free financial review in the post.

Give us a little while to prepare, and you’ll soon receive your review in the post. It will highlight several personalised recommendations that will help you reach your goals. From there, we can get started straight away or save the actions for later - there’s no obligation.

Take the first step to financial freedom today.

Get started, free

What's in it for me?

You'll get financial education, the chance to speak with an expert, and a comprehensive financial plan worth over £1,000 - all without any charge. Then we will let you know what each recommendation will cost if you were to listen to our advice. Again, there's still no obligation.

Of course, at this stage you could take our report and try and do it yourself. However our experience is by this point, the vast majority of our clients recognise the value of having a qualified financial planner working for them to build this plan, and get us to both implement and more importantly keep an on-going eye on the plan and your various financial products.

So what do you have to lose? You could go elsewhere to just buy a product, or you can invest 60 minutes of your time with the potential return of a firm who is focussed on you and your needs, and a financial plan which could quite literally change your life.

The choice is yours!

Money Education