A plan you can actually follow.
We charge a fixed fee, take no commission from anyone, and never hold your money. The first conversation is free and ends with a written quote or a polite no.
How the work goes
Discovery call
Forty-five minutes, free, no documents needed. We find out what you want and whether we're the right firm.
Written quote
A fixed fee for the work, in writing, before you decide anything. Say no and you owe nothing.
The plan
Four to six weeks. We map what you have, what you'll need, and the gap — in plain figures you keep.
Review
Once a year, or whenever life changes. You can stop the ongoing service at any time.
What it costs
Discovery call
- No preparation needed
- No documents required
- Ends with a written quote
- Or a referral elsewhere
Financial plan
- Full picture of what you hold
- Cash-flow projection
- Written recommendations
- Two meetings included
Ongoing advice
- Annual review meeting
- Rebalancing and admin
- Unlimited questions by email
- Cancel any month
Take commission — We are paid by you, and only by you
Promise a return — Investments fall as well as rise
Decide for you — Every decision is signed off by you
Sell our own products — We don't have any
“First adviser who told me what it would cost before I'd agreed to anything. The plan is eleven pages and I understood all of it.”
Rosalind M.
Client since 2019
“They talked us out of a product we'd already half-bought elsewhere. It cost them the fee on it, which is when I decided to stay.”
The Okonjo family
Clients since 2021
Where we are
The office
4 Meridian Yard, Kingsgate
- Monday
- 09:00 – 17:00
- Tuesday
- 09:00 – 17:00
- Wednesday
- 09:00 – 17:00
- Thursday
- 09:00 – 17:00
- Friday
- 09:00 – 15:00
- Saturday
- Closed
- Sunday
- Closed
Live preview — every color, word and block is editable after you pick it.