Most of our clients come by way of recommendation. We take this to be a good measure of the quality of our service as well as our ability to translate difficult financial planning concepts into language that everyone can understand.

We always provide a first meeting free of charge . This is a chance for you to meet us and assess for yourself whether you would like to deal with us. It is also a chance for us to provide you with information on the way we work.

We are a fee only business. This means that we will agree a fee for the work we undertake, before we start work for you. Our fee structures are clear although we do have different options, depending on whether you wish to receive ongoing advice from us, or just help with a particular one-off issue. We may still receive commission to offset any fee we agree, but if more commission is generated than the fee we agreed, we will repay the balance of commission back to you, unless a different arrangement is agreed.

The section 'fact-files' also provides you with the facility to download general information about a specific topic that you may be interested in.

As the first meeting is free of charge, do make sure you contact us - we really are very good!

Please email us by clicking here or phone us to arrange a meeting.