Call us on 01273 774855 or click here to set up a free initial meeting with one of our financial advisers or mortgage and equity release advisers, either in person, over the phone or online whatever works for you.

One of our financial experts will meet you to chat confidentially about your current financial situation and future goals, they will also explain our services and charges. You are under no obligation to use our services and no costs will have been incurred. It’s simply an opportunity to meet each other and for you to decide if you think we are the right Independent Financial Adviser for you. We will give you a summary of our findings and the suggested next steps we recommend to achieve your financial goals.

Our adviser will talk you through our recommendations which lay out your best financial options, based on your current requirements and future goals. We will design an investment strategy that is in line with your attitudes to investment risk, capacity for potential loss and personal timeframes. Essentially, it’s a road map for achieving your desired financial goals. If you are happy to proceed then we can complete the documentation.

Financial planning is an on-going and dynamic process and it’s unlikely that your financial circumstances will remain the same throughout your life. Periodically reviewing your plan will highlight any issues and where appropriate we can make any alterations that are needed. We believe this is key to helping you achieve your longer-term goals. We offer a range of management options and so will agree with you the method and regularity of any future contact.