Who we don’t work with

We only work with clients where we can add significant value to their unique financial situation. If you have a one-off problem or you require DIY financial advice, we’re probably not the right fit for you.

There are also other types of clients that we don’t work with:

  • DIY investors
  • Overseas/international clients (we can only work with UK tax residents)

And types of financial advice that we don’t provide:

  • One-off advice/transactional advice
  • Stock picking / active fund management 
  • Create an investment portfolio without first having a financial plan
  • Mortgages
  • Equity release
  • Defined benefit pension transfers 
  • Self-assessment tax returns (we provide tax planning/management, but cannot submit your tax return – this is a job for your accountant)

We know what we’re good at, and we don’t stray too far from that. If you’re looking for the above, then we’re probably not the best fit for you.

Our Fees

Our fee should be a fantastic investment for every client. To build your financial plan, we charge a fixed flat fee. The exact price will depend on how complex your finances are and how much advice you require. 

[FEE CALCULATOR GOES HERE]

Who we partner with

Contact us

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