Why Choose Us?

1

We’re totally independent

We’re not tied to certain providers which limits our advice to certain products. Instead, our experts take a holistic view of your situation and will identify the right financial solutions to get you where you want to be. This means that we are not working on behalf of anyone else but you.

2

We’re planners not advisers

We have a passion for helping every client to lead a more fulfilling life. We take the time to understand what’s important to you, to understand your situation and what your future could look like. Only then do we provide advice on the right mortgage or financial solutions for you.

3

We’re valued by our clients

Our clients tell us that they value the relief of being able to leave their financial plans in our capable hands. It’s a weight off their shoulders to know that they don’t need to worry about their finances, and they can be confident of a brighter future. Take a look at some of our client stories.

4

Our fees are fair and transparent

We offer fixed fees which are explained and agreed with you from the outset. We are always fair, always good value and there are never any surprises. For more detail, visit our ‘How we charge‘ page.

5

We’re with you all the way

It’s important to know that your financial planner or mortgage adviser will be there to support you in the long term. With our investment in new offices, new technology and our people, we’ll be looking after our clients for many years to come.

6

We’re friendly and personable

One of the many things our clients appreciate about us is our welcoming and approachable team. Our people will always know exactly who you are and how we’re helping you to achieve the financial future you want to have. What’s more, our offices are open Monday to Saturday.

7

We’re trusted

We’ve been a member of Trustpilot for many years and consistently achieve five-star ratings and positive reviews from our clients. These are a testament to our dedicated expertise in helping clients to achieve their financial goals. You can see the latest reviews below.

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