Get friendly advice and a plan for your money

Of course! It’s really important that you feel completely comfortable and understand all the ways we can help you with your finances.

We give everyone one free session – no strings attached – to make sure you understand how we work, see if we’re a good fit for you and hear some initial suggestions we'll have for you.

We’re for anyone who wants to make more of their money and stay on track with their finances.

Customers often come to us when…

• They’re saving to buy a property.
• Their family is growing and they’re thinking about their kids’ futures.
• They want to make sure they’re on track for retirement.
• They’ve got several big goals in mind and I want to build the right strategy to save for all of them in the best way.

Your first session will last around 30 minutes.

After you book a time that works for you, we’ll ask you to answer a few questions so we can get to know you and your situation a bit better.

When you join the session, we’ll discuss your current circumstances and any money goals you have in mind. If you don’t have any goals, that’s okay – we can help you come up with some that are important to you.

Then, we’ll suggest which areas of your finances might need attention, and highlight the opportunities and challenges in front of you. These will be general tips and tricks, as we’ll only be sharing our initial thoughts.

Finally, we’ll explain our financial planning service, where we can build you a custom financial plan and help you sort your pensions, investments and more. Then, you can decide whether it’s right for you.

All of our sessions are held via video chat. A link to the meeting will be included in the calendar invitation which is sent to you after confirm your booking above.

Yes! The privacy and security of our customers’ data is our top priority, and we would never share any personal information about you with any third party (including your employer) without your express permission.