What's the secret to reaching your financial goals with less stress and more confidence? Working with a financial planning company that really gets to know you.
It all starts with a conversation.
We take the time to understand your vision, your dreams, and what really matters to you. Only then do we create a financial plan that aims to support where you want to go.
Whether you're seeking to grow your wealth, save for a home, fund a family event, retire early, or build a nest egg for your children or grandchildren, it's all about building a solid plan.
If you become a client of our Ongoing Advice Service, we can provide peace of mind through regular check ins and timely updates about your investments and the markets.
Our Personal Wealth Advisers can support you throughout your journey, offering personalised guidance and dedicated partnership. Because when it comes to your financial future, trust isn’t just important - it’s everything.
Our advisers take the time to understand you, your needs and your goals.
From protection to pensions and investments, our advisers are committed to finding the most suitable solutions for you.
But that’s just the start.
Our advisers are salaried and so won’t recommend a product or action unless it’s right for you.
Our advisers are located across the UK and can meet with you online, at home or in your local Lloyds Bank, Halifax or Bank of Scotland branch, dependent on your needs.
Our advisers are highly qualified – with all holding a minimum of a level 4 diploma in financial planning.
Our advisers have access to a range of experts if your plan calls for specialist advice or support.
The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors might not get back their initial investment.
Whether you’re just starting to save, planning for retirement, or thinking about inheritance, our team of 300+ advisers are here to help you figure out where you’re headed and how to get there.
Advises on all aspects of financial planning, including pensions and retirement, investments, protection and estate planning.
Chartered Financial Planner with 25 years' experience of financial planning with advanced qualifications in IHT planning.
Chartered Financial Planner with IHT expertise and a strong record in specialist investments, especially Business Relief.
Chartered Financial Planner specialising in investments, protection, pensions and retirement planning, IHT and estate planning.
Areas of expertise include divorce planning, pension planning, investments, taxation, financial planning, savings, and protection.