Personalised financial advice to help with the things that matter to you
Making a personalised financial plan with one of our specialist advisers could be the first step on the journey towards helping you achieve your financial goals.
Whether you are looking for a general financial health check, advice on retirement planning or passing on your wealth, we can help you put a plan in place.
We believe financial planning can change lives
To book your free initial consultation please enter your contact details below for one of our Personal Wealth Consultants to call you. During your initial consultation meeting, we’ll aim to understand more about you and your future financial needs. Using this information, we’ll be able to match you with one of over 300 Personal Wealth Advisers who will be best placed to help you
There are no hidden fees or charges, and you’ll only pay if you choose to go ahead with the recommendations in your personalised financial plan.
Our purpose
We aim to improve the way financial advice is offered, by making it more affordable, more accessible, and more powerful for more people.
We want to make a positive impact to people's lives.
We want to change lives for the better.
How we can help empower you towards achieving your financial goals
Retirement
Preparing adequately for your retirement will allow you to consider your future plans and help to ensure that you have the financial freedom to enjoy them.
Protecting you and your family
Having the right protection in place may help give you the peace of mind that, should the worst happen, you and your loved ones won't be left worrying about your finances.
Passing on your wealth
Passing on your wealth before you die could help to provide a sense of wellbeing, and may also allow you to take full advantage of the tax opportunities available.
Saving and investing
Whatever your reason for saving and investing for the future, we aim to help you achieve your long-term financial goals.
Financial planning
Realising your dreams could be easier than you think. Through the power of a financial plan, our advisers could help you achieve your goals; whatever they may be.
Financial education
People in the UK don’t often talk about money. Many of us don’t find it easy to talk about our finances and so we choose not to discuss it at all.
Our webinars are designed to increase your sense of financial wellbeing whilst offering an opportunity for us all to have more open conversations about money.