Independent Financial Advice

On Your Terms

It is entirely up to you what level and frequency of advice we provide you with, and on what terms. We offer a range of fee structures for you to choose from, including fixed fees, or fees related to the value of your portfolio. Whichever structure you choose, you can be quite certain that the advice we give will be 100% independent and impartial. Commission-based fees are no longer permitted in the UK. To download a pdf document explaining our Financial Planning charges please click here. For a pdf document explaining our Lump Sum Investments charges please click here. We take the privacy of your data very seriously, to view our Data Privacy Policy please click here.

Free Initial Consultation

We make no charge for an initial consultation, and it places you under no obligation. It can either be at our office in Southampton, or at your own home or office. It enables us to understand your situation, your needs and objectives, and it provides you with an excellent opportunity to meet your adviser, to ask any questions you may have about the services we provide, and to decide if you are happy for us to advise you on your financial needs. For an appointment please call 023 8022 6640 or email

  • What we offer: Wealth Management, Pensions, Investments, Trusts, Care, Inheritance, School fees and more.