Connecting your wealth and wellbeing
Choose your adviser
Both advisers are qualified and FCA-regulated. We match you to the right person based on where you are in life.
Young Professionals · 30s & 40s · Mid-Life
Daniel works with clients who are building their financial foundations, planning ahead in their 30s and 40s, and navigating the mid-life planning decisions that matter most.
Business Owners · Retirement · Legacy
Peter is a Chartered Financial Planner and specialist in pensions, retirement income and estate planning. He works with business owners, those approaching or in retirement, and clients focused on legacy planning.
Pick a time
Select a time below and you will receive a confirmation by email. Prefer to talk it through first? Use the buttons above.
What to expect
Around 30 minutes by phone, video or in person. Your planner listens to your goals, your circumstances and what matters most to you.
If it makes sense to go further, your planner brings pensions, investments, protection and tax planning into a single, joined-up plan.
Regular reviews keep your plan aligned with your life as your circumstances change. You are supported at each stage.
Your details are held securely and used only to arrange your appointment, in line with our privacy policy. The value of investments can go down as well as up, so you could get back less than you invested. The guidance on this page is subject to the UK regulatory regime and is primarily targeted at consumers based in the UK.