Get to know us

Financial planning and advice is at the heart of everything we do

What we do

Experienced independent financial planners

We are an independent financial planning company based in the North West of England, regulated and approved by the FCA to give advice on investments and pensions. We produce expert witness reports, implement pension sharing orders and run training sessions for lawyers and mediators across the UK.

Who we are

Independence is what we are all about

We are unbiased, impartial and fully independent. Our expertise in working with pensions everyday, allows us to better understand what pensions you should keep, which ones you should share and how you can exit the process with a better understanding of your retirement income.

“Great service, I’d definitely recommend using it. The portal makes it really easy to submit a case and manage client expectations 24/7.”

Michelle

Fully regulated

Providing support to you every step of the way

As a fully regulated financial planning company, our day-to-day role is giving high quality advice to individuals when it comes to planning for life post-divorce. We have a fully qualified team of technicians who complete assessments of client’s pensions, investments and protection plans. They then carry out a full market review to find the best solutions for our clients. They are backed by some of the best Pension experts within the country. We also offer advice on wills, trusts and powers of attorney.

 

Why us

Why we are different

  • Portal: Our UK first online portal allows you to check and communicate with our team 24/7 from anywhere in the world.
  • Expertise: we are experienced independent financial planners.
  • Independence: we offer an independent perspective, that best serves your needs.
  • Know-how: our experienced view helps you to achieve your goals.
  • Clarity: we create focus and understanding and keep it simple.
    Trusted Advisor: we provide support to you every step of the way.

Ready to talk?

Get in touch with us

As a fully FCA regulated independent financial planning firm, we are able to offer practical advice to help you achieve your goals.