Compass
Feel confident in your financial direction with a trusted partner by your side – reviewing, refining, and optimising your plan as life evolves.
Support that keeps you on track
With expert insights, regular reviews, and steady support, you can rest assured that every detail of your financial plan is fully taken care of with Compass.
Review
Regular reviews are key to staying on course. We meet annually or semi-annually to discuss any changes in your life, keeping your strategy sharp and up to date.
Refine
Your portfolio isn’t static. We review where needed, making ongoing recommendations that reflect your life changes, market conditions, and attitude to risk.
Ongoing
From proactive tax planning to income forecasting and advice on ISAs, pensions, gifting, and more, we adjust your strategy to keep it effective and aligned.
Connect
We work alongside your accountant or solicitor when needed, ensuring all financial aspects are managed with care. Your adviser is always just a call or email away.
Access
Enjoy secure 24/7 access to your online portal, document library, and a dedicated client manager, so support is available whenever you need it.
Fees
In exchange for our expert, ongoing service, annual fees start from £1,500, usually calculated as a percentage of assets under advice.
Why ongoing support makes a difference
With Compass, you’ll receive steady guidance that helps you:
- Spot opportunities early, in the form of new products, tax breaks, or investment trends that align with your aspirations.
- Avoid the common pitfalls of DIY investing. Without professional advice, it’s easy to choose a strategy that doesn’t fit your needs. We help you choose the best investment approach and risk profile to meet your goals and add real value.
- Stay calm through market ups and downs. Your adviser helps you avoid costly emotional decisions like buying high and selling low, protecting your long-term returns.
- Adapt smoothly to life’s surprises. None of us know what’s around the corner, but our ongoing service helps you navigate a career change, inheritance, or major purchase.
- Feel supported continuously – not just at annual meetings, but whenever you need guidance or reassurance.
Explore our other services
Foundations
Perfect for those just starting their financial journey, this service offers the simple, educational guidance needed to build a strong base.
LifeMap
Our core financial planning service, focused on designing and implementing a tailored financial strategy aligned with your future goals.Our reputation
I have peace of mind that we are on track to achieving what we want out of life. I feel we have our finances in order now and we are really making the most of what we have.
The process gave us tremendous peace of mind - knowing we have financial security and that any necessary advice and decisions are taken with the help of a professional.
Through the use of cashflow planning I have been able to get a greater handle on my income and expenditure and Paul is able to show me that I am on track to achieving my goals
We meet twice a year, but Darren is always on hand should I have any “financial ideas”, queries or problems. If it is not in his expertise, he has no hesitation in bringing in one of his considerably gifted team.
It is great to have an expert look after my finances and it gives me peace of mind to know that my retirement fund is being well looked after
We have been very impressed with Michael’s honest and personable approach to dealing with our finances and he has always gone out of his way to make sure we were happy.
How can we help you?
Find out if we can make a difference to your financial future. Just get in touch to arrange a free, no-obligation consultation.