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Everything you can do on your own, and the point where advice pays for itself

Talk to an adviser Is Advice Right for Me?

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What Brings You Here?

Choose the situation closest to yours to explore relevant guidance and where an adviser could help.

Approaching Retirement

Understand your pension options and plan for the income you’ll need.

Inheritance or Lump Sum

Take time to consider your options before deciding what to do with a lump sum.

Self-Employed/Owner

Build a financial plan that considers both your business and your future.

A Major Life Change

Find your next step after divorce, redundancy or selling a home.

DIY Investments

Professional help could be useful as your finances become more complex.

Cost vs Value

Is Financial Advice Worth the Cost?

It depends on your needs and the support you receive. Understand the three types of charges that could apply.

Initial Advice

A fee for reviewing your finances and making recommendations. Ask what’s included and whether putting the advice into action costs extra.

Ongoing Advice

A fee may apply for regular reviews and support. Ask whether it’s optional, what you receive and how to stop the service.

Product & Platform Fees

Pensions, investments and platforms may charge separately. Ask for a breakdown of the total cost, including advice fees.

Know What to Expect

A Clear First Step

Before committing to advice, understand who you’ll speak to, what the conversation covers and what could happen next.

Share Your Situation

Explain what you want help with and the questions you have.
Explore Your Options

Discuss whether the adviser’s services could meet your needs.
Decide What’s Next

Understand the scope and fees before agreeing to paid advice.

Talk to an adviser

Our Team

Know Who You’re Speaking To

Meet The Advisers

George Katunin

Adviser Partnerships Manager

Luke Lezar

Client Care Coordinator

Maleleka Maleleka

Client Care Coordinator

Get Expert Guidance

Your Financial Future Starts With a Conversation.

Whether you’re planning for retirement, growing your investments or making a big financial decision, an independent financial adviser can help you understand your options.

Talk to an adviser Is Advice Right for Me?

Free initial meeting
No obligation
Take control of your future

Know What to Expect

Tools to Help You Get Started

Use our free tools to check your tax options.

View All

Mortgage Calculator

£100k Tax Trap Calculator

Compare the costs of different investment platforms.

Remortgage Calculator

Personal Savings Allowance Calculator

Understand the cost structure of different LISA providers.

Remortgage Calculator

Fiscal Drag Calculator

Compare the costs of different investment platforms.

Guides

Prefer to Read First?

Beginner

The 60% Tax Trap: What It Is, Who It Hits, and How to Escape It

Intermediate

How To Protect Your Personal Allowance If You Earn Over £100,000

Experienced

The £100k Salary That's Worth Less Than £80,000: A Plain English Explanation

Is the guide really free?

If you are debt-free, would like to save towards a long-term or mid-term financial goal, and are already using your personal allowance, then a stocks and shares ISA is definitely a good idea.

Do I have to book a call?

No. Everything on this page is free to read and use. Booking a call is optional and only worth doing if you would like to talk your situation through with an adviser.

What happens during the discovery call?

You share your situation and the questions you have, and the adviser explains how they could help, what the service includes and what it would cost.

Will I receive financial advice during the call?

The first call is an introduction rather than advice. If you decide to go ahead, the adviser will agree the scope and fees with you before giving any recommendations.