It all starts with a conversation

To arrange a consultation with one of our experts, simply complete the form and one of our team will be in touch to agree a time and date to suit you.

What should I expect?

  • No obligation. The consultation is delivered at no cost to you

  • Conducted from the comfort of your own home. We can meet you via Zoom, Microsoft Teams, FaceTime or a simple telephone call if you prefer

  • On demand. You can access one of our financial experts at a time and date to suit you, including on the same day as your enquiry (dependent upon demand)

  • Fast. The initial consultation will take no more than 30 minutes

  • Collaborative. You are welcome to invite members of your family to join the initial consultation or other advisers you might use, such as your accountant or solicitor

Meet the team

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The value of investments and any income from them can fall and you may get back less than you invested.