Communication is key to our business
We make sure our recommendations are simple and straightforward, so you have a full understanding of the advice and why it’s the best possible solution for you.
Services & Fees
We like to offer our clients a personal service in today’s impersonal world, along with the benefits of leading edge technology; each of our clients has access to a personal website, providing real-time, online access to portfolio information.
If you’re a new client, an initial consultation is free of charge. We’ll let you know how and if we can help. We may need to meet again to gather further information before presenting our initial recommendations. If you go ahead, our implementation and review charges will be a straightforward percentage of your investment, paid from your investment. We don’t have a complicated menu of fees or work on an hourly rate.
Ready to retire? We takePensions &
the stress out of your
Need guidance with yourInvestments &
finances? We make your
savings work harder
Want assurance that you’rePersonal &
covered? We make sure your
family and business are protected
Is your business prepared for Automatic Enrolment? We can help ease the headacheAuto Enrolment
Have you made an up-to-date will? We can advise you on how to really look after your loved ones in the futureWills &
Do you want to invest responsibly? We can help you to invest without sacrificing your principlesEthical & Socially Responsible Investing
What our clients have to say
Philip has provided professional advice appropriate to our needs by taking the time to find out what our requirements are. He is reliable and delivers what is promised.
From the blog
Not so Pension Wise, after all?
The government apparently spent £18 million last year advertising “Pension Wise”, its free advice service…