Try a simple planning tool
A quick picture of how saving and time can add up. An illustration to get you thinking, not advice.
What could my pot grow to?
Illustration only, not adviceMove the sliders to see how saving and time can add up. A simple picture, not a forecast.
An example total in 20 years
£0
Your first meeting
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.
Questions people ask us
Pick a topic. If yours is not here, just ask us.
How do I get started?
Call us or send the contact form. We will arrange a free first meeting at a time that suits you.
What should I bring to the first meeting?
Whatever you have to hand, such as statements and paperwork. Do not worry if some is missing, we can help you find it.
Where will we meet?
In our office or by video call, whichever you prefer. We will confirm the details when we book.
Which areas do you cover?
We help people in Yourtown, Nearbytown and the surrounding villages, and others by video. Ask us if you are unsure.
What can you help with?
We help with planning for retirement, saving, investing, protection and passing money on. See our planning areas for more.
Will you tell me what to do?
We explain your options and give a clear recommendation. The decision is always yours.
How long does it take?
It depends on what you need. We will give you a clear idea of timing at your first meeting.
Do I need a lot of money to start?
Not necessarily. Tell us about your situation and we will say honestly whether we can help.
Will I have one adviser?
You will have a named adviser, and we will confirm who in writing.
How often will we speak?
We agree this with you and confirm it in writing, so you know what to expect.
Can I bring someone with me?
Yes. A partner, relative or friend is very welcome at any meeting.
What if I change my mind?
You are never obliged to go ahead. We will explain any terms in writing first.
Is the first meeting really free?
Yes. We will tell you what we could do and what it would cost, with no obligation to go further.
How much will it cost?
It depends on what you need. We will confirm every fee in pounds, in writing, before you decide.
Do I pay if I decide not to go ahead?
We will explain this in writing before you commit to anything.
Are there any other charges?
Some products have charges that go to the provider. We will show you these too.
Your next step can be a small one.
Come and talk it through. A free first meeting, no pressure, and a clearer idea of where you stand.
- Free first meeting
- No obligation
- Fees explained up front