Some people have very clear ideas about their finances. They may be an investment professional themselves, or have other advisers that provide considerable insight into aspects of their financial lives.

Where people are relatively sophisticated or have good quality support already, we are happy to solve problems for you.

There are certain things you can’t do unless you consult a regulated financial adviser – and there are certain products it is hard to access or assess without the technical tools at our disposal. We are happy to work on a time-costed basis for these projects to get you back on course.

We provide a written scope of works before any engagement that will identify the hours of work required and the hourly rates charged.