As completely independent financial advisers we research the entire market so you don’t have to.
We offer professional, expertly reasoned advice based on your individual position because no two sets of financial circumstances are alike.
We can help you achieve a better financial outcome both now and in the future and help you plan ahead for the big events in life.
We offer a 1-hour consultation to all new clients without charge, after which there is no obligation to employ our services or transact business with us.
This meeting can either be held in our offices in Wokingham town centre, or at a venue of your choosing.
During this time we will examine your financial situation and discuss your needs. We will also find out what makes you – the individual – tick to establish the best course of action. We will then supply you with a fee quote for our services.
If you have any questions either before you meet with a planner or at any point during the process please don’t hesitate to ask. We’re always at the end of the phone or email.