As part of your plan, you may sometimes need specific advice about financial products. We give independent advice, for a simple fixed fee depending on what you need.

Investing money helps it grow faster. We can recommend your best option and how much to start paying in.


Changing an investment portfolio or moving from one provider to another can be beneficial. We crunch the numbers and share our advice.

You’ll feel better knowing you’ve got a plan for if things go wrong. We can set up all types of personal insurance.


If you’re a business owner, things fall apart without you. Insurance is vital. We can set up key person and shareholder insurances for you.

Working forever? Didn’t think so. Get some money in a pension so you don’t have to. Ethical options available.


Need something that’s not listed here, or your situation is complex? No worries. Just contact us for a custom price.

I wonder if…

We’re sure you’re not the only one. We put answers to commonly asked questions here:

Good to know

Small print is important. You can find it here. Just contact us if you want to know anything else.

More questions?

That’s ok. We are around all day. Email or book a video call via our online diary.