How our service works

Get started with a free call with one of our experts to find out how our advice could help you and your investments.

  • 1. Get your free retirement income report

    Answer a few simple questions and get your retirement income estimate. See how your income compares to how much you need, with tips on making your money work for you.

  • 2. Explore our free retirement planning support

    From guides to free consultations with financial planning experts; get support with your questions, and understand your retirement options and how our advice can help.

  • 3. Get expert financial advice for your retirement 

    If you decide to go ahead, your adviser will recommend options that will help you achieve your goals. What you can afford, what to do with your pension, products and investments. And all set up so you can be confident in your retirement.
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What our clients say about us

  • “Absolute first-class service. Would highly recommend them for the professional and personal service I received.”

  • “Very knowledgeable and informative adviser backed up by the reputation of a world-class company."

  • “The entire experience has been a pleasure...the people we’ve dealt with are all very friendly and reliable, plus we have full trust in the entire process.”

What you pay and when

We’ll always be completely open and clear about what you’ll pay. Your first call and initial consultation are always free.

What you pay is based on the services you need. Focussed retirement advice starts from just a £499 one-off fee and a 0.4% ongoing charge for the assets we manage for you.

And you won’t pay anything until you’ve seen and agreed the fee for the services you want.

Find out more
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    Free initial consultation

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    No hidden fees

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    Pick services to meet your needs

What you get with our expert financial advice

  • Dedicated financial adviser

    Ongoing support, advice and updates to make sure your retirement savings are working as hard as they can.

  • Expert advice for your retirement savings

    Review and recommendations for pensions, ISAs, cash, investments, and other products.

  • Income and retirement tax planning

    A plan to make the most of your money - showing how much income to take, as well as from where and when.

  • Financial confidence for retirement

    Know you can afford to retire, what you can afford to spend and that your money is planned to last.

  • Peace of mind for your decisions

    Reassurance that your retirement choices fit your needs, with expert support to evaluate your options.

  • Retire without the hassle

    Everything set up for you, from products to pension payments. And the reassurance you’re on track even as life changes.

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