What does my appointment include?
Your appointment includes a telephone or Facetime appointment with one of our restricted advisers. The appointment lasts up to an hour and your adviser will go through all of your options with you.
If needs be, your adviser will produce a full report with their recommendations. Should there be any actions you need to take, we would be happy to complete these on your behalf.
Bringing the best experts to you
Our parent company CPN has provided financial advice and investment management to clients in the UK since 1974. Using modern technology, we are now able to bring our expertise and offer this elite service to everyone. We draw off over 40 years of experience in the industry to give you an established and market leading advisory and investment management service.
As a specialist firm, we advise across a full range of investment and pension products including ISAs, General Investment Accounts, Pensions, SIPPs, Trusts and Investment Bonds.