Our fees

What you will get for your money

• A financial “coach” – our clients regularly ask us questions about other areas of their finances to ensure they are not making mistakes
• Advice which covers virtually all areas of financial planning (because we can offer advice on pensions*, investments, mortgages*, insurances and lifetime mortgages)
• Help with using time-sensitive tax allowances (which, once lost, are gone forever)
• Access to financial advisers with some of the highest qualifications in our industry
• Independent financial advice, which is not biased to a particular product provider
• A named financial adviser
• Access to a team of highly experienced administrators

*Please note we do not offer advice on defined benefits pensions transfers or commercial mortgages.

Can I do this myself? If you are considering looking after your own finances (rather than paying a professional), ask yourself the following questions:

• Do you know how to do this? Our advisers have sat numerous exams to gain the knowledge they need to give advice.
• Have you done this before and has anything changed in the meantime? Rules and legislation are amended all the time. Our advisers do ongoing training to ensure they do not miss out on these important changes.
• Do you have the tools to do this? We pay a great deal of money each month for specialist software and training which is not available to the general public.
• What else could you do with your time? Unless you really enjoy looking after your finances, it is likely you can find better uses for your spare time.
• Is it worth taking the risk of doing it yourself? It is very easy to get tripped up in the world of personal finance and if you do it yourself, any mistakes will ultimately rest on your shoulders.