Advice from our in house Chartered Financial Planners

If you need advice on more complex financial matters this service is designed for you

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Investing a lump sum

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Wealth Management
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Inheritance Planning
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Trusts and estate planning

If you have more complex matters, our in-house chartered financial planner can provide expert, fully-independent advice on a wide range of matters, usually over the phone.

We’re proud that our advisers have the highest levels of technical and professional knowledge and competence, and are committed to continued professional development to make sure this knowledge stays up to date. They also follow an industry Code of Ethics which includes acting with integrity and in the best interests of all clients.

We base our charges on the hours needed to prepare our advice and complete your work.
There is more information on costs in the charges and fees section of our website.

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News & updates

Top tips: Looking after your financial health

When people think about retirement, often the natural assumption is that they will retire when their pension kicks in - the two things are thought of as one and the same. But wouldn’t it be [...]

Wealth Wizards launches pension advice mobile app

The launch of the new Pension Wizard mobile app has been mentioned in an article on Corporate Adviser, alongside a quote from our CEO Andrew Firth. The article discusses the Wealth Wizards demo at Finovate Europe.  [...]

Your company cares about your financial future (sort of)

Reading time: 4 minutes Wealth Wizards Director, Phil Blows’ two passions include championing innovative technology and getting a better deal for employees. He believes that workplace pension advice should no longer be an aspirational offering [...]