Notice – Platform Migration underway


Article by Phil

Changes are being made to the domain name on the Personal Finance Portal.

There will be some interruptions until this has been completed. We are expecting all work to be complete by the end of May 2021.

When logging on, the new domain name to use is – – which you will need to type into your browser.

Your username and password will remain the same.

Please bear with us whilst these changes are being made. We won’t be able to access the portal until the work is complete.

The Benefit of Independent Financial Advice Explained

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

Awards and Accreditations

Pension Transfer Gold Standard
Financial Vulnerability Taskforce
VF 23
Vouched For 2022
Vouched For 2021
Vouched For 2020
Vouched For 2019
Vouched For 2018
Vouched For 2017
Vouched For 2016
Vouched For 2015
Vouched For 2014

Overall and excellent service from Adele – thank you!

Mrs W

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

The quality of service from Adele and everyone at the company was excellent, in fact the service we received was better than that.

Mr & Mrs F