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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