Client Portal
Client meeting

Financial Advice, thoughtfully delivered

Clear guidance tailored to your life, your goals, and your pace.

Retirement Planning

Helping you move into retirement with clarity and confidence.

  • Understanding what you have
  • Planning sustainable income
  • Avoiding unnecessary risk
  • Creating a plan that feels secure and realistic
Breakdown of spending with holiday brochure

Investments

Whether you’re new to investing or reviewing existing arrangements:

  • Clear, tailored guidance
  • Alignment with your goals and attitude to risk
  • Honest recommendations—whether that means change or not

Pensions

Making sense of complex arrangements:

  • Reviewing existing pensions
  • Considering consolidation where appropriate
  • Ensuring everything works together effectively

Planning After Divorce or Bereavement

Support at a time when decisions can feel overwhelming.

  • Understanding your new financial position
  • Making clear, calm decisions
  • Moving forward at your own pace

Fees

Just like our advice,
we keep our fees fair and clear.

Initial Phone Call

A 15-minute discussion to see if we can help you.

No charge

First Meeting

Up to two hours

£250

Research and Report

Charged at an hourly rate

£250 per hour

Implementation

1.5% of new money invested as a lump sum or switched from a different policy (based on gross amount)

1.5%

Ongoing Advice

0.79% of the value of the policies that are reviewed

0.79%

FAQs

We focus on providing high-quality advice in our core areas.

We don’t advise on:

  • Mortgages
  • Equity release

However, we can introduce you to trusted specialists if needed.

We take a flexible approach.

Annual reviews are:

  • Essential in some cases (e.g. drawing pension income)
  • Unnecessary in others
 

We’ll always be honest about what adds value—and what doesn’t.

Our service is designed for people who:

  • Want a long-term, trusted relationship
  • Are open to learning and understanding
  • Value clear, independent advice
  • Are ready to engage fully with the process

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You can easily access your financial information by logging in to the client portal [add link]

There is no need to travel to see us. We conduct client meetings online (via Teams) so that we can speak face-to face without the inconvenience of asking you to come to us.

Your Teams link will be emailed to you well in advance of our meeting, with simple instructions should you need them.

We are extremely happy to see couples together – in fact, it is usually much more helpful to do it this way!

If you have other family members who wish to take financial advice, we can arrange to see them as well.

Yes, if you have a Power of Attorney in place, we can speak to your attorney on their own, or you can both attend meetings together.

If you need any other support during the meeting, or would like to have someone with you, just let us know.

Encourage. Enable. Empower.

That’s the standard we hold ourselves to—every time we work with you.

Contact us