Blogs
Independent Financial Adviser – What’s in a Name?
Read moreDon’t let fear turn you into failed investors.
Read more
What does a Financial Planner do?
Read more
Death and Taxes: Tax Planning in later life
Recently I attended a seminar held by a local will writer, a training event to highlight the need for making sure your affairs are in order before we shuffle off this mortal coil.
Read moreBook a meeting with us
To find out whether we're right for you (and whether you need a financial planner at all) book your meeting now. The first chat is always on the house.
Book a meeting
The best way to get to know us is a face to face meeting. That sounds very formal but trust us when we say that it isn't!
It's a relaxed conversation about you, your life and your goals. There’s no pressure, in fact we never let you make a decision there and then. We’ll always send you away to sleep on it.
Please note, when booking a meeting we will ask for your name and email address. We will only use this information to confirm the meeting and location. We guarantee it will never be passed to a third party.