Financial advice
Take control of your investment strategy with paid advice from our expert financial planners.
Capital at risk. We provide 'restricted advice', which means we will only make investment recommendations on the products and services that we offer.
Get a financial plan, tailored to you
Our paid financial advice service gives you a personalised plan with recommendations to support your goals, invest tax-efficiently, potentially lower your investing costs, and more. We're here to help you enjoy your wealth today and give you confidence that your plans are on track for the future.
When advice could work for you
Investments
See how a clear strategy could help you achieve your individual goals in a tax-efficient way.
Lump sums
If you've saved, inherited or won a large amount, make the right moves now to help it grow.
Retirement
Building your pension pot? Find out how to set yourself on the path to an ideal retirement.
Tax rules vary by individual status and may change.
How financial advice works
Have a free consultation
Get your initial questions answered and decide which level of advice (Core or Enhanced) could be right for you.
We get to know you better
Once you’ve chosen paid advice, our advisers will assess your current wealth and strategy for improvements.
Get your personalised plan
This will include a comprehensive strategy recommending what to do with your investments and any other assets.
Put your plan into action
You'll now have a clear path to help turn your goals into reality, with free guidance along the way, and optional paid reviews if you encounter any big life changes.
Find the right financial advice for you
We've designed our service with all investors in mind – from first-timers to seasoned pros. If you're not sure which level could be the best choice for where you are right now, our financial advisers can help you decide.
Book your free consultationCore
(inc VAT)
Expert, tailored financial advice.
Our financial advisers get to know where you are now and where you want to be, helping you to grow your future wealth. You'll receive a personalised plan, including:
Plus, free check-ins with our wealth experts when you need guidance.
Enhanced
(inc VAT)
Everything from Core, plus even more.
Have complex finances or nearing retirement? We'll model and compare potential investing outcomes, helping you see how later life could look depending on the decisions you make. You'll get:
Plus, free check-ins with our wealth experts when you need them.
Review
(inc VAT)
Comprehensive review of your financial plan.
If we've given you advice in the last five years and your situation has changed (such as you've inherited a lump sum), a review could help you make the right updates. This includes:
Prepare for the future with cashflow planning
Cashflow planning is included in our Enhanced advice and can help you understand how your assets can support your spending needs, both now and in the future. By reviewing your financial position, we can create a strategy tailored to your goals, identify any gaps, and make adjustments to keep you on track. Cashflow planning also allows us to stress test your finances, helping you to feel prepared for life’s big moments and unexpected events.
Invest like the experts
''Getting financial advice isn’t just about numbers — it’s about building confidence in your future. A good financial plan helps you clarify your goals, navigate uncertainty, and make informed decisions so your money works for you, not the other way around. The right advice today can set the foundation for lasting financial well-being.''
Do you need advice or guidance?
Not everyone needs the bespoke plan that comes with paid advice, and not all questions call for a personal recommendation. If a conversation with an expert is what you need to understand your options or design your own strategy, our wealth experts are here to help and provide you with guidance for free.
As with all investing, your capital is at risk. The value of your portfolio can go down or up and you may get back less than you invest. Tax rules vary by individual status and may change. We provide 'restricted advice', which means we will only make investment recommendations on the products and services that we offer.