Financial advice
Helping give you more opportunity to lead the life you want.
£4.3 bn
The amount of assets we advise our clients on*
8000
The number of clients we advise to help secure their financial futures*
Over 60
Expert advisers nationwide
Why get financial advice?
We all face at least a few big financial decisions during our lifetime. Making the right decision can have great long-term benefits, while making the wrong one could lead to unfortunate consequences. Getting professional financial advice can help you make the right decisions at the right time, and give you peace of mind that you're making the most of your money - for you and for your loved ones.
*As at 31 December 2023.
Wealth management
Tax, trust and estate planning to help you manage your wealth for those that matter to you the most.
Investment advice
Tailored financial planning that helps you make the right investment choices to meet your goals and help you achieve the future you want.
Retirement advice
Specialist financial planning and advice to help you make the most of your money and live the retirement life you want.
How our service works
Step 1
Step 2
What you pay and when
We’ll always be completely open and clear about what you’ll pay. Your first call and initial adviser consultation are always free.
What you pay is based on the unique mix of services you need. And you won’t pay anything until you’ve seen and agreed the fee for the services you want.
Free initial consultation
Your first call and initial consultation are always free.
Tailored services
One size doesn't fit all - you pick services to meet your needs.
No hidden fees
What you pay is based on the services you need, no extras.
Here's what some of our clients have to say
Quality advice and service
"Quality investment and savings advice, supported by professional client service."
Excellent client support
"Superb communication, advice and excellent client support on all aspects of portfolio management and pension provision"
Professional handling
"Professionally handle all our financial matters. Excellent team working on our behalf."
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We'll be happy to help
If you need any help or support about the financial advice services you get from us, here's how you can get in touch with us.