Not just for the select few

Most people should have access to good financial advice. But too many people think it’s not for them. Some think it’s just for the wealthy. Some think it’s too complicated. Others say they don’t have time.

But that doesn't have to be the case. That’s why we’re on a mission to provide financial advice to even more people. Advice that’s easy to access and easy to understand, and could be for you.

Things to consider before seeking financial advice

Remember, investing isn't the same as putting your money into a savings account. It puts your capital at risk because the value can go down as well as up and you might get back less than you originally invested.

Got a question? Get in touch.

Have a chat with us to find out if you might benefit from financial advice. We’ll get to understand you and your goals. If we both agree financial advice is suitable for you, we’ll book you an appointment with one of our advisers.

Call us

0800 731 5342

alternatively you can request a call back or chat to us online with web chat.

Frequently Asked Questions

Although some elements of financial advice may seem complicated, our advice is easy to access and easy to understand. We’ll always use plain English and you can ask as many questions as you like.

We agree the advice and level of service you need. Our advice is unique to you. We'll agree how much it will cost up front and you only pay if you go ahead with our recommendations.

If we don't think you'll benefit from financial advice, we won't recommend it and you won't pay anything.

Markets go up and down all the time, so your investments will too. As a general rule of thumb, the more risk you're willing to take, the higher the potential losses or returns. We'll work with you to decide how much or how little risk you're comfortable with and can afford to take. We would recommend the shortest time you should look to invest for, is 5 years.

You don’t need to know everything about financial advice to get financial advice. Tell us what you’d like to achieve with your money and we’ll develop a plan that suits you. When it comes to putting your plan into action, we’ll agree with you how much help you need from us to deliver it. It could be a little or a lot.

Get in touch

Request a call back

We'll call you back at a suitable time to chat through how we might be able to help you.


A free initial consultation to understand your goals and see if financial advice could be right for you.

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