We tailor our service to suit you. As a result, we can offer an attentive service to clients with complex circumstances and requirements, or a ‘light touch’ service if that suits you better.

If you have worked with a financial planner or adviser before, you’ll know that they usually charge a percentage of your investments.

We don’t work in that way.

We believe that fixed fees, based on our expected time spend, are more transparent and fair on you than the alternatives. Our clients know exactly what they are paying for when it comes to the financial planning advice and investment management from us.

You can learn more about our fees by clicking here to read our ‘What we do and how we charge ‘ document.

We will happily give you a considered fee quote after we know more about your situation. Naturally, we will also adjust our fee if the service you need changes over time.