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.

You can find out more by reading Our Services and Costs document below.

OUR SERVICES & COSTS (PDF) PRIVACY POLICY (PDF) DATA PROTECTION (PDF)
Our Services
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.
Lindsey Braune

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Not so Pension Wise, after all?


The government apparently spent £18 million last year advertising “Pension Wise”, its free advice service…

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