Starting Points

If you are new to financial planning, you might like to browse this section of our website. Here we take the time to give details about how financial planning works in practice, why it’s good to get advice, the sort of matters that we can help with and the way that we are paid for advice.

However, if you are unsure about what you want from us, please pick up the phone, drop us a line or use our contact form to get in touch.  An adviser will have an initial discussion with you free of charge and without any obligation on your part. We’ll explain the processes and possibilities and, if you decide to go ahead and engage us as your adviser, we’ll map out the way forward at a pace to suit you.

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