This is a one-off advice service. This means that, having spent time getting to know you and agreeing how comprehensive you’d like our advice to be and then having undertaken all of the necessary research relevant to you, we’ll present you with a report, advising you how to make the most of your finances. Assuming you agree with our suggestions, our charges include fully implementing our advice, so that you’ll then be set fair for the future.
If investing a lump sum is relevant to you, we’ll typically provide access to proactive, discretionary investment management, which offers access to an experienced investment management and stewardship team; combining financial returns with a responsible and sustainable investment approach.