How it works

First of all, we ask you a few simple questions. It only takes 60 seconds to complete our form, and it helps us find out what sort of advice you are looking for.

You will then receive a call from a member of our customer service team to discuss your financial needs in a little more detail who will then be able to arrange your free, no-obligation consultation.

Depending on the advice you are looking for, your adviser may ask for information about your health, your lifestyle and your personal circumstances. This is just to allow them to give you the best advice they can and remember, we always treat all your information in the strictest confidence.

If you have any questions, or would rather speak to someone immediately, please do not hesitate to call us on 01226 323000 or email us at

We would love to hear from you


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