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"The best thing money can buy is financial freedom."
Rob Berger

How we are paid

There are three clear parts to the service we provide. 

The first is meeting you, listening and finding out all we can about you. This initial consultation is on us. 

The second is creating your financial plan. This focuses on what you have told us and your goals for yourself and your family. Here, we charge a percentage of the amount you invest. 

The third is the ongoing relationship, advice and maintenance of your plan. We offer different levels of support and cost, which your adviser will discuss with you.

For more information download our menu of services and fees brochure.

Please see a selection of recent reviews and testimonials our financial advisers have received

5/5
My adviser spent a lot of time explaining all my options in a patient and professional manner. I don’t think they could have done any better. Very happy overall.
LM - Chelmsford
5/5
My adviser made sure she completely understood me, my attitude to risk, and what I was looking for. She listened to me, and worked with me to ensure that I was comfortable with the suggested way forward. I liked the fact that she never tried to push me in a certain direction – it really felt like my choice!
SV - Greenwich
5/5
From the word go my adviser was both professional, knowledgeable and quickly understood my particular situation, what I wanted to do and why I wanted to do it. He always responded quickly to the many questions I had, and given the nature of some of those questions he showed a great deal of patience. His advice always had my best interest at their core.
RL - Kent