Planning for every stage of life

Here is where we can help. Every piece starts with a free first meeting.

Planning areas

Start with whatever is on your mind. We will join the pieces together so each decision supports the next.

Advice should never come with a mystery bill. You will see every fee in pounds, in writing, before you decide anything.

Initial planning
From £95
A fixed fee for a full review of your situation and a written plan.
Ongoing advice
From £45 a month
Regular reviews and a direct line to your adviser. We confirm the terms in writing.
One-off advice
From £95
A single piece of advice with no ongoing commitment.

A worked example

Initial planning, paid once£350

Our ongoing advice, each year£350

Platform charge, each year£350

Fund charges, each year£350

Yearly running cost£2,500

Our advicePlatformFunds

Sample figures to show how it works. Platform and fund charges go to the providers, and we show them to you in pounds too.

It is a conversation, not an interview. Here is how it goes, from your first call to your decision.

1
A short callQuick and friendly
Tell us roughly what is on your mind. We will say honestly whether we can help.
2
The first meetingFree
In our office or by video. Bring what you have, and do not worry if some paperwork is missing.
3
Your written summarySoon after
What we heard, what we would suggest and exactly what it would cost.
4
You decidein your own time
Take as long as you need. If you go ahead, we guide you through the next steps.

Come and talk it through. A free first meeting, no pressure, and a clearer idea of where you stand.