Financial Planning

No boring technical jargon, no complicated charts – just planning around your life goals using terminology in a language you understand.

You deserve a financial planner who is fair and transparent with fees. We keep it simple so that you can focus on what matters to you. We will charge a fixed fee for designing your initial plan, then agree a fee for ongoing financial planning – with absolutely no hidden charges or exit penalties.

We pride ourselves in the fact that our financial planning is independent. We will consider a range of regulated products from the available market that can meet client-specific needs and objectives. We will only recommendation solutions that are suitable for your circumstances.