Financial planning service

We have built our reputation on the provision of high quality financial planning advice to our clients. Whilst we can, and do, provide one-off advice when requested, most clients prefer to build sustainable ongoing relationships and so do we.

For those clients who want ongoing support, we offer membership of our Financial Planning Service (FPS) which allows you to benefit from ongoing advice at a known cost.  This gives you priority access to a Consultant to discuss your finances at any time without worrying about the costs of advice.

A range of service levels are offered to suit your requirements as laid out in our Service Pledge and the regular reviews allow your finances to evolve as your situation changes.

Our ongoing support provides re-assurance and keeps you informed of your progress towards your financial goals.  We also provide discounts on some of our other services to FPS members.

FPS membership is funded by way of an affordable monthly fee.