There are so many firms that provide financial advice that it is hard to distinguish one firm from another. But choosing a financial adviser for Pension Advice or Investment Advice can be one of the most important decisions in your life and so you should really do your research carefully and be sure about who you want to work with.

Ask yourself one question - Surely transparency is the most important thing when it comes to your finances - so if looking for advice starts on the web... how transparent is the information available to you on the firm's website? 


Does it allow you to make a realistic comparison at the start of your search? If the firm is not transparent at the start of the relationship then how can you expect it to be transparent as your relationship continues?

Many of our clients tell us that they were looking for much of the following when looking for a financial adviser.

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Financial advice fees have traditional set structures and we believe our Pension Advice and Investment Advice Fees are set to one of the lowest structures that you will find in the industry.

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If you are looking for pension advice or Investment Advice and have never used the services of an IFA you will probably be asking yourself a few questions about what to expect..... like.....

  • How will an IFA be able to help me with what I want to do?
  • How much will it cost and is it worth it?
  • Can I trust someone else with all my sensitive, personal and financial information?

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Our financial advice service starts and continues with a shared and bespoke "fact find". It builds up the history of your investments on paper, investment amounts and dates, annual fund values, annual net growth figures compared to a benchmark for each year invested. It is a simple translation of all the complex information that financial product providers send to you so that you can understand what your historical position has been, what your current position is and how that translates into an understandable future forecast.  

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When we start working with you, we will conduct a Fact Find. Have a look here at an example of a typical Fact Find so you can see the level of detail we go into.

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The following is a simplified overview only, of the basis of our charges, please see our full fees page for more detail

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If you are looking for Pension Advice, Investment Advice, Mortgage Advice, Life Insurance advice, Critical Illness advice, Income Protection Advice, Private Medical Insurance advice, Equity Release advice, Long-term care advice or similar kinds of advice we are based in Nottingham and our areas of business are across a wide area centred around the East Midlands.

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