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Why do you need a Financial Planner?

You don’t need us to tell you that your finances are important for your future. But are you maximising your money for your retirement?

This is where a financial advisor can help. Even if you can’t find your paperwork, our financial experts are ready to help you save money with guidance tailored for your situation.

No matter how complex your current arrangements, get in touch today to make sure you’re not losing money through bad investments and fees.

Four Simple Steps

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TELL US HOW WE CAN HELP​

Complete our simple form

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We match you

We’ll assign a Financial Planner local to you, with the right knowledge

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Free Finance ADVICE CALL

Meet with your regulated Financial Planner and explore your options.

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Decide what's right for you

Save money and invest in the right opportunities thanks to the advice.

"So simple, quick and easy"

Frequently Asked Questions...

If you’re looking for comprehensive advice, a financial planner is definitely worth it. The help they will be able to give you is unparalleled.

You need to bring any investment plan statements, mortgage and debt statements, payslips and tax returns that you have.

The standard is once a year, but it does depend on your situation. 

If you’re looking to cash in a defined contribution pension that’s worth over £30,000, you legally have to seek financial advice. However, it’s always good to meet with a financial planner to get expert advice regardless.

These questions are a good starting point:

  • If I claim my pension, will it affect by state benefits?
  • What are safeguarded benefits?
  • What options can you attach to an annuity?

The short answer is yes. There are many different ways you can do this, so make sure to ask your advisor about what’s best for you.

Advisors will typically charge between 0.5%-5% of the asset in question. Your advisor will always be up front and honest about their fees so there won’t be any nasty surprises later.

How Can We Help?

We’ll use this information to match you with a local Approved Adviser with the right experience to help.

 The Adviser will contact you directly. Your initial consultation is free with no obligation.

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