Meet our financial planners
Our financial planners are all directly employed by us – and we only employ the best people. People who are fully aligned to our values of trustworthiness, integrity and delivering exceptional results for you, our clients. And we support them to support you. All the way.
To ensure our advice is first-class, we are committed to increasing the professional standards of our financial planners by taking them to Chartered status, the highest qualification level. The result? Great communications, and great customer outcomes. Try us and see.
The value of pensions and investments can fall as well as rise, you may get back less than you invested.
Transferring out of a final salary pension is unlikely to be in the best interest of most people.
The FCA do not regulate inheritance tax planning.
Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.