Financial Planning

Our Financial Advisers can help you make the most of your money

Seeking financial advice can help provide peace of mind for you and your family’s future.

Having a conversation with a trusted expert can help you avoid hasty, ill-informed and, ultimately, costly mistakes, allowing you to feel confident about your decisions.

Life stages when you might need financial advice

Our Financial Advisers can help you decide which solutions are financially beneficial for you in the complicated world of pensions, inheritance tax planning, investments and protection or life cover.

Investment Fundamentals

Introduction to With Profits


Our Financial Advice Service provides a more personal way to help you achieve your goals.

By listening to your circumstances and financial aspirations, answering all of your questions along the way, we can help to create the right financial plan for your needs.

Our 3 step Financial Advice Service

Step 1 – We meet and get to know you

Step 2 – We listen and find out your financial goals, which should be reviewed regularly

Step 3 – We produce a financial report and recommend products to help you meet your objectives

Our philosophy is simple; we listen to what you want and use our expertise to recommend what you need. 

The areas that we cover