Yes. Business owners, professionals and people approaching or already in retirement are among the clients we work with. We tailor our advice to your own circumstances, priorities and…
No. We do not provide financial advice to non-UK residents. Our advice is provided to clients who are resident in the UK.
The right starting point depends on the service you need, and our different services have their own minimum fees. Our fees page explains the full fee structure clearly.
Yes. We can work with you if you already have investments or pensions with other providers. We can review these arrangements as part of the wider picture of…
Yes. We have a selection of stories showing how we have helped clients in different circumstances. You can read and watch them on our Client stories page.
We use feedback from our clients, including more than 260 independently verified reviews on VouchedFor, to understand their experience of working with us.
Yes. We have been recognised as a VouchedFor Top Rated Firm for seven consecutive years. You can read more here about our inclusion in the VouchedFor Top Rated…
Yes. We were early adopters of VouchedFor and have been recognised as a Top Rated Firm for seven consecutive years. You can visit our VouchedFor profile to view…
For the research, analysis and recommendations stage, the typical fee is £5,000 through our Financial Advice Service and £7,500 through our Wealth Management Service. You can find the…
Our minimum fee depends on the service you need and the work involved. As outlined on our fees page, Financial Advice Service initial fees start at £1,500 and…