Independent financial planning for all.
Financial planning doesn’t have to be either costly or DIY.
You don’t have to invest directly online, blindly choosing funds by popping your finger in the air, you don’t have to trawl from site to site trying to find the best mortgage rate from the most suitable lender, and you don’t have to guess what insurance is right for you.
We’re fully qualified Independent Financial Planners (IFPs, also referred to as IFAs - independent financial advisers), so we can give you what’s called ‘whole-of-market’ financial planning. Unlike restricted advisers who can only consider a limited number of providers, we’re able to advise and recommend products from any provider right across the market. So you get the very best advice and solutions tailored to you.
We’ll be your one point of contact. We’ll take the complexities out and give you real focus with our holistic approach.
Here are the 4 main areas of our service:
The convenience you need
We use technology as much as possible, to increase efficiency, make it easy, and to minimise our impact on the environment.
By combining tech with our qualified expertise, we’ll take the complexity out of finance and give you a clear understanding of what’s happening with your money.
We have forecasting software which means we can plot where you might go.
And we have an app which will give you live valuations of investments, a clear overview of your financial situation, and house all your docs.
You can even sign everything online, securely, but quick and easy.
And we do all of this in a way that’s affordable, with a simple fee structure.
We’ll keep your money safe and sound
We’re fully qualified Independent Financial Planners, so we’re regulated by the Financial Conduct Authority (FCA).
You’re protected by the UK Financial Services Compensation Scheme (FSCS).
(You may not feel quite as secure as this little pup, but piece of mind all the same. All together now, aww…)
We’re a nice friendly bunch (if we do say so ourselves!) who’ll offer you a sympathetic ear when you need it.
So come and meet us via video call and have an initial (totally free) chat - where there’s no such thing as a stupid question!