Take control of your financial future

Take control of your financial future

First, we need to talk

To plan for your future, we need to get an understanding of the starting point for your financial plan - your commitments and life goals. In your first conversation with one of our advisers, they'll need to gather information about your financial position and discuss what you are looking to achieve. Even if you're looking for advice in a particular area, it's important that we take a holistic view as frequently decisions in one area have an impact in others.

Afterwards, we'll work out whether we can help and if so send you a proposal, setting out how and the fees that we'll charge you for our on-going advice. If at that point we don't feel we can add value to your situation we'll tell you so.

Financial planning isn't a one off exercise. We'll arrange a timetable of face-to-face reviews, at least annually but more frequently if needed. Your adviser and their team will be in touch with you throughout the year as we implement any changes you've agreed, to keep you updated and answer any queries.

The value of being in control

Having a plan in place helps our clients sleep easy. Being in control and having someone you trust to guide you has real value. When that guide can also help make your finances more tax efficient or your savings work harder, the value is even higher. We know our clients think the service and expertise we offer is well worth the fee they pay. If you'd like to have an introductory conversation, then please get in touch.

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Why choose a Chartered firm?

Chartered status is your guarantee that the advice you receive is always in your best interests. We work within a strict ethical framework, we always have, and having our clients at the centre of our decision making is how we operate. Our financial planning team are amongst the most highly qualified in the UK. Most of them hold individual Chartered status, or are working towards it, and many have achieved Fellowship level which is equivalent to a Master's degree. Our support and technical team are also amongst the best qualified in the UK with many of them working towards Chartered status in their own right.


Our Clients Say

My wife and I feel we are in very good and safe hands and Sarah Wilson-Trainor and team inspires total trust which is the most important requirement.


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