All initial consultations are performed on a complimentary basis, allowing you to understand the process of what it means to become a client of your Adviser, ask any questions, discuss fees and Added value before making any commitment.

We don’t have a minimum level of portfolio size and believe financial advice should be available to everyone. We endeavour to find the right Adviser for your exact circumstance, preferences and challenges.

Whether it is more personal advice or from a wider standpoint, the advisers part of our network offer advice for individuals, business owners in the form of one-off advice or ongoing portfolio management. We also work with a mixture of Independent Advisers (IFA’s) and Wealth Managers part of larger organisations.

We have Advisers across the UK that vary from individual IFA's to larger corporate wealth management firms to make sure we not only have you covered geographically but also select the correct Adviser that meets your preferences - if you aren't sure our team are always on hand to explain the differences.

The Advisers we work with are regulated by the FCA and comply with all the current regulations. You are protected by the FSCS (Financial Services Compensation Scheme) where you could be entitled to compensation. 

We usually set up the initial consultations via Microsoft Teams virtually however, if you prefer we can set up an in person initial discussion. Your partner or family are also always welcome on the call.