Because many of our clients live locally to us in Wetherby, Harrogate and York, we are happy to come to you in the comfort of your home for meetings. This means we can work around your schedule, making it easier than ever to get bespoke financial advice without the hassle of travel.

The initial meeting is at our expense and there’s no obligation to move onto the next stage. It’s simply a chance for us to get to know you, your situation and goals; and for you to establish if we’re the right firm for you.

Please bring along details of existing savings, investments, pensions and life insurance, as well as details of income and a breakdown of your current expenditure.

Typically, around 1h 30m.

Absolutely not. We encourage you to go away and think about our discussion before you decide to proceed.

You can call or email us, or alternatively complete a contact form. All the details you need can be found here.

Yes. Being independent, we can recommend financial solutions from the whole market. We have no affiliation to any particular financial product or provider, so there’s no hard sell; we simply recommend the best thing for you.

We are directly authorised and regulated by the Financial Conduct Authority (FCA) and you can find our entry on the FCA register here.

We have two Financial Planners, David McCabe and Helena Macnab, so even if your dedicated adviser is away you will always have access to a qualified financial professional.

It’s a combination. We normally charge a fixed fee for our report and recommendations; if you’re happy to proceed, we then charge an implementation charge of 1% of the amount being invested. You can learn more about our fees here.

Only from protection products (e.g. life/critical illness insurance).

No.