How can we help you?
HOW WE CAN HELP
What you can expect.
Our approach is straightforward. We’ll have a video meeting with you to talk about your financial circumstances, your financial goals and when you want to achieve them. We’ll ask you to complete online questionnaires and then we’ll develop a personal plan to meet your aims and set out a clear strategy for your money.
- Discuss your aims and expectations
Book a free online video meeting to talk to us about your financial goals and your circumstances. We will discuss with you how we can help and the cost of our service.
- Analysis & planning
Once you have appointed us as your advisers, you’ll have access to your own online portal and you’ll complete fact-finding questionnaires to enable us to analyse your finances and research the best options. A second video meeting will give us the opportunity to discuss this with you in detail.
- Implementing your financial plan
We will give you our recommendations for your financial future in a clear, jargon free retirement plan, known as a suitability report. When you are happy with your plan we contact the pension providers to put arrangements in place and handle all the fund and policy administration.
- Monitoring and maintaining your plan
We’ll agree the most appropriate level of ongoing service with you and set regular meetings to assess any changes in your circumstances or priorities, monitor the performance of your investments and act on any changes in legislation. We take care of all ongoing administration including income changes, withdrawing lump sums, fund switches and investment portfolio management.
We have all the expertise, experience and knowledge you would expect from financial advisers. We focus on pensions so that we can give you a superior service for your retirement planning.
We take time to get to know you and build a strong and secure working relationship so that you know you can depend on us. We want you to have peace of mind that we are helping you to make the best decisions for your future.
We won’t blind you with jargon or limit your choices. We make sure our advice is easy to understand and open. It’s essential that you feel your financial future is in safe hands, so we work hard to earn your trust.
Who we're trusted by.
What our clients say about us.
My pensions were in what I can describe as a state of chaos. My advisor is very professional, knowledgeable and down to earth and quickly organised them ultimately allowing me to take early retirement.
I have been using them for over 20 years, and I also have several friends that use their services too. All in all, a five star service and would certainly recommend them.
Get in touch with us.
If you would like to make an appointment for a free video consultation with us, please use the booking button to select a date and time. If you prefer a phone call, use our freephone number to give us a ring. A consultation is an opportunity for us to discuss your finances, your retirement goals, your attitude to risk and how we could help. If you have questions for us first, please do fill in the form and we’ll get back to you as soon as we can.