Financial Advice

If you’re looking for help with your long-term goals, our team of financial advisers is here to review your plans and offer tailored recommendations.

Trusted and clear advice with no pressure to act

Just like thousands of our customers, you might find discussing your future with one of our qualified financial advisers provides you with the answers you’re looking for. Our friendly and open approach is focused on taking the time to get to know you and to understand what matters in your world, so we can offer personalised advice.

Your financial adviser’s recommendations are based on selecting suitable options from a panel of funds, which are carefully researched by our technical team. We select funds from across the market, to help you make wise decisions for your money.

For added peace of mind, you can go into this knowing there’s no pressure to accept our advice. We want you to feel happy you’re doing the right thing for you and your family’s future, so we won't push you into investing

94% of our financial
advice customers*
would recommend us to friends and family. Isn't it time to review your plans?

*Source: 3,403 customers surveyed March 2012 – April 2017

We can help you with planning your...

Investment Planning


Whether you’ve never invested before or have plenty of experience, we can help you plan your life ahead.

Inhertiance tax Planning

Inheritance Tax

Hard-working families will pay over £5 billion in inheritance tax this year, but we can help plan your legacy.

Retirement Planning


A happy and contented retirement takes years of careful planning; we’re here to help you prepare.

Knowledge Centre

Knowledge Centre

Read our latest market insights and articles, to help you consider your investment, retirement and IHT needs.

In-depth research

Our advisers work closely with our technical research team to help you make wise decisions with your money.

Life Goals Tool

Life Goals Tool

Our Life Goals Tool has been designed to assist you with what you may need to consider to achieve your goals.

Our recommendations are likely to include stock market-linked investments. These aren’t like building society savings accounts, as your capital is at risk and you may get back less than you invest. The value of your investments and any income from them may fall as well as rise. Some areas of Inheritance Tax (IHT) Planning are not regulated by the Financial Conduct Authority. IHT thresholds depend on your individual circumstances and prevailing legislation, both of which may change in the future.

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