Business overview We offer clients an informal face to face service at your home at a time that suits you. With offices in Southampton and Redditch, we offer a nationwide service throughout the UK! A different way of doing things! Getting professional financial advice can often seem a bit chicken and egg. You are happy to pay for a service that gives you value back, but you can’t find out what that value is likely to be without first paying the adviser. We understand this dilemma very well and that is why we set up our service to be a bit different. With us, you get our full advice upfront, and with it an understanding of the real value on offer, without having to pay a penny. Then you can decide what you want to do, at your leisure, in full knowledge of all the facts and the costs involved. No pressure, and no upfront fees. How our service works We are a national firm providing a face to face, telephone and correspondence based service to our clients. This means that you don’t have to travel miles to get sound advice, we can get a clear picture of your situation and really get to understand your objectives even if it means sitting on your sofa late into the evening in order to sort out your pension. Then your adviser will get to work and create a professional report with their recommendations and arrange a face to face visit at home to present their findings for your consideration with no upfront costs and no obligation meaning there is no risk in checking the current status of your pension!