Listen, reflect and take the time to get it right.
Listen, reflect and take the time to get it right.
Listen, reflect and take the time to get it right.
Our process is different to many other advisers. It’s not about churning out finance products to grab the commission – our directors are backed up by a team of researchers dedicated to exploring every option, every time. If the perfect pensions, planning or assurance solution for you is out there, we’ll find it.
01
No charge consultation
This is our chance to get to know you. What are your life goals? What do you want to achieve for yourself and for your family? Where do you see yourself in twenty years time? Once we’ve listened, we’ll know if we can help and be in a position to match you with an adviser with whom you’ll really click.
01
Free consultation
This is our chance to get to know you. What are your life goals? What do you want to achieve for yourself and for your family? Where do you see yourself in twenty years time? Once we’ve listened, we’ll know if we can help and be in a position to match you with an adviser with whom you’ll really click.
02
Analysis and advice
Now it’s time to go deep. The more we know about circumstances, from personal to professional, the better placed we’ll be to give the kind of financial advice that really makes a difference. We’ll also learn about your appetite for risk, your personal values and the timescales you’re operating within. Then it’s over to our research team – smart people who thrive on data and love a challenge.
02
Analysis and advice
Now it’s time to go deep. The more we know about circumstances, from personal to professional, the better placed we’ll be to give the kind of financial advice that really makes a difference. We’ll also learn about your appetite for risk, your personal values and the timescales you’re operating within. Then it’s over to our research team – smart people who thrive on data and love a challenge.
We’ll come back to you with proposals that only our team could ever put together, fully explained and costed, so you’ll know exactly what you’re agreeing to, and why, before you sign any paperwork.
Our pricing is always
100% transparent.
We’re able to build long-term relationships with clients because we don’t spring any surprises. From day one, we promise to talk openly and clearly about payment. If we’re earning commission, we’ll be honest about that, too. And we’ll never, ever charge you for anything to which you haven’t agreed.
Fixed fee
We charge a fixed fee of £500 for a financial review and recommendation. You pay when we hand over your report with recommendations customised for you. Even better – we’ll waive some or all of that fee when you decide to go ahead with our recommendations.
Adviser charging
Once a fee has been agreed this can either be paid directly by you or we can arrange for the product provider to deduct it from your investment. Some products we recommend include a commission for us. If that’s the case, we’ll always make sure it’s completely transparent.
Feel like a good fit?
Explore the full range of what’s on offer and then get in touch to start the conversation.