01603 266333 [email protected]


Free initial consultation

Your first meeting with us won’t cost you a penny. We’ll even make you a cuppa. We’re confident that you’ll like what you hear. It’s a chance for you to tell us more about your situation and your financial goals. And for us to show you what we can do to help you get there.

We’ll follow up with a quote for our services. If we need to gather additional information before a quote can be provided, there will be no charge for this.

Charges for our other main services are outlined below. We can discuss these with you in more detail before we commence any work so you know exactly what to expect.

Pensions and Investment

Our services start from £300. All fees will be agreed with you before any chargeable work is undertaken. We give you great flexibility as our fees can be paid from your plan or by invoice.


For mortgage work we work on a fee only, or a fee and commission option, with a fee starting from £250.

Ongoing advice

It’s tempting to think that speaking to a financial adviser is something that you do once every 5 or 10 year and then forget about. Unfortunately, life is often not that straight forward. Circumstances can change meaning that your money is no longer working as hard for you as it could, so you need a new strategy. We offer a range of ongoing review services which are detailed in our Service Proposition letter – request a copy.

Commission services

We recognise that there are circumstances when a fee may not be the best option. For example, with insurance work an upfront fee may seem unattractive. Therefore for some types of work we offer the option of paying for our services by commission. Talk to us for more details.

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