Foundations
Perfect for those just starting their financial journey, this service offers the simple, educational guidance needed to build a strong base.
Navigating your next steps
Everyone has to start somewhere. This one-time service equips you with a clear, actionable plan, thoughtfully shaped around the unique contours of your life and aspirations.
Discover
We’ll assess your income, outgoings, savings, and how you’re currently protected, so you have a clear understanding of your starting point.
Learn
We’ll guide you through the essentials – good financial habits, how tax-efficient savings work, and the basics of investing – in a way that makes sense.
Align
We’ll discuss how you feel about investment risk, suggesting savings plans, ISAs, and pensions that align with your future goals.
Protect
We’ll check your life and critical illness insurance to make sure you’ve got the right cover, offering a complimentary will-writing service.
Begin
We’ll set up any financial products you need, providing clear guidance to support your long-term financial confidence and success.
Fees
This is a standalone service with a one-off fee of £1,295. It covers defined scope only; extra work is quoted separately.
Ready to take your planning further?
If you’ve got your foundation in place, you’re ready for LifeMap and Compass, our premium services for ongoing support and expert insight. We’ll focus on designing and implementing a personalised financial plan aligned with your goals, both short and long term.
LifeMap
Our core financial planning service, focused on designing and implementing a tailored financial strategy aligned with your future goals.
Compass
Feel confident in your financial direction with a trusted partner by your side – reviewing, refining, and optimising your plan as life evolves.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.