Putting you on course

Once you understand the position you are in and the steps you need to take, you will need to put your plan in to action. Doing this might require help with wills, insurance contracts, investing, a pension, ISAs, trusts, or simply making use of the tax system to your best advantage.

Implementing your plan might require a new product or simply a change in your existing investment or perhaps changes to an expression of wishes. Likely it will involve a combination of these things. Where you require regulated financial advice as part of the plan, we will deliver it. 

We charge a minimum fee of £750 for this stage; the fee will be based on the amount of money we end up investing for you. If we arrange insurance contracts we tend to take commission from these products.