We're here to help. No hidden fees or surprises.
Personalised to you.
With us, you get the peace of mind and confidence that comes from an expert reviewing your unique situation
You only pay for the service you need, with simple, clear, and affordable pricing
We will recommend what you should do, how best to do it, and take the legwork out of getting it done
We don’t believe in unclear ongoing percentage charging.
All our advice fees are completely fixed and transparent, so you know exactly what you’re paying and can decide if you are getting great value.
We’re independent, meaning we have no agenda for your money. We will only ever recommend what’s right for you.
As a part of one of the UK’s leading fintechs, your service is supported and run with the latest technology, meaning it is faster, more accurate and easier to engage with.
We understand financial planning isn’t everyone’s idea of fun,
and it can be daunting. We're here to help!
We’ll help you take control of your finances, and put together a plan that will make the most of your money.
We’ll make your income work harder, maximise your tax allowances, manage your investments and ultimately give you confidence you are making the most of your money.
Protection
Plans to protect you and your family should disaster strike
Investments
Intentional decisions to make the most of your money
Pensions
Get your pensions in the best place to secure the retirement you dream of
Retirement planning
We simplify the complex with engaging plans that make retirement seem exciting, not scary
Complex wealth management and tax planning
If your situation is complicated, we'll manage this for you and simplify what you need to do
Inheritance tax planning
Ensure your loved ones are provided for when you’re gone
“He put me at ease and I didn’t feel judged….I felt reassured that I was on the right track with my financial plans. Couldn’t recommend it enough!”
"Open, honest discussion backed up by guidance based on experience and knowledge of the pensions market."
"Really pleased I had the session. I was a bit nervous about it, but it's now made me feel much more confident about the future, and I'll definitely be using the advice service.”
“I found the call really helpful and managed to cover a range of topics in the time.
For me, the call was about reassurance in my financial plans, and I felt listened to and understood throughout. It was really helpful to have an expert to talk things through with, and the reassurance and guidance on where to go next was great!”
“Really pleased with the outcome. John was excellent. Really good at explaining everything and had a brilliant manner. He made me feel relaxed and more confident in managing my financial objectives. Would highly recommend.”
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Wizards House
8 Athena Court
Tachbrook Park
Leamington Spa
CV34 6RT
