4.9 / 5
from 190+ reviews
About us
Local financial advice, since 2009
Fixed fees agreed up front, plain English throughout, and a named person who answers the phone. No hourly meter running in the background.
How we work
No surprises, ever
We quote before we start, we turn up when we said we would, and we tell you if something is not worth doing. That is most of it.
The team has been together a long time. You will see the same faces, which matters more than most people expect.
- Established 2009 — over 2,500 clients advised
- Fully regulated and professionally indemnified
- Fixed fees agreed in writing before we start
- A named person who answers the phone
- Documents exchanged through an encrypted portal
- Plain English, never jargon
By the numbers
Where we stand
Free
and no obligation
Fixed and agreed up front
Reviews
What people say
Explained it in language I understood and saved me a great deal of money.
Robert C.
Responsive, thorough and never made me feel like I was asking a stupid question.
Anita L.
Fixed fee, agreed up front, and they stuck to it.
Gareth O.