Retirement planning
Fixed fee agreed in writing at the outset, with a named person handling your matter throughout.
Financial Advice · Established 2009
Straight answers, no jargon.
Fixed fees agreed up front, plain English throughout, and a named person who answers the phone. No hourly meter running in the background.
What we do
Financial Advice services
Everything handled in-house by our own team. Nothing subcontracted without telling you first.
Pension consolidation
Fixed fee agreed in writing at the outset, with a named person handling your matter throughout.
Investment advice
Fixed fee agreed in writing at the outset, with a named person handling your matter throughout.
Protection and life cover
Fixed fee agreed in writing at the outset, with a named person handling your matter throughout.
Mortgage advice
Fixed fee agreed in writing at the outset, with a named person handling your matter throughout.
Estate planning
Fixed fee agreed in writing at the outset, with a named person handling your matter throughout.
Why us
Regulated adviser credentials and booking
Fixed fees agreed up front, plain English throughout, and a named person who answers the phone. No hourly meter running in the background.
- 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
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.