It’s quick and easy, with no fuss.

Get the ball rolling by contacting us on now on 01892 664141, or by email us on, or by filling in the quick enquiry form on the Contact Us page…

…we will then arrange to meet you for a free, no obligation initial consultation, following which:-

  • We listen to your needs, ambitions and life goals and form a life plan to meet these.
  • Establish your attitude and understanding of risk.
  • Review your current plans and/or investments.
  • Undertake whole of market research to identify appropriate solutions.
  • Assess the potential impact of key events on your finances, we do this through cash flow modelling.
  • Provide a personalised report and recommendation/s to meet with your life goals.
  • Arrange a meeting to discuss the recommendations and how to quickly and simply implement them, with your agreement.
  • Depending on the level of service, you may then require our full wealth management service, annual ongoing advice review as detailed in our Services page.
  • Remember, our highly qualified and experienced life planners are here to help you and put you in an informed position, so you have confidence with your financial arrangements moving forward.