FAQs

Financial-adviser
Financial-adviser

The following pages are a selection of the most Frequently Asked Questions we get asked about.

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The Benefit of Independent Financial Advice Explained

Why taking personalised financial advice is a good idea, both now and in the future.

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Money advisor
17.10.26

Most savers could do with a money advisor

According to Quilter without the benefit of a money advisor, over £300 billion in cash savings are sat in bank accounts that pay no interest at all. But why? That main reason seems to be a lack of interest (literally!). Almost 40% of people say that they don’t talk to anyone about their finances, let alone a professional money advisor. 27% said tha...

Awards and Accreditations

Pension Transfer Gold Standard
Investment-Planner
Financial Vulnerability Taskforce
Uk Top Rated Adviser 2026
Uk Top Rated Adviser 2025
VF 23
Vouched For 2022
Vouched For 2021
Vouched For 2020
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Vouched For 2018
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Vouched For 2014

Christina is a very approachable young woman and is always ready to answer any questions. I would not hesitate to recommend her to friends.

Mrs V

Adele, what an easy, straightforward manner you have. It was so good of you to set aside time to look over my finances……you have been kind and concise and I feel a lot calmer. Thank you so very, very much.

Mrs B

Adele was wonderful! She explained everything and made us feel at ease at all times. It was wonderful to deal with her.

Mr & Mrs C