96%* of our surveyed customers rate our Financial Planning Service as Excellent or Very Good.
*Source Cornmarket: 2,849 surveys received from January - October 2022.
Your appointment with a dedicated consultant can take place in the comfort of your own home… via video call or in person, if it is safe to do so.
Book today: call us, request a call back, or talk to us on web chat now!
Call (01) 420 0978We'll help you secure your financial future and show you ways to save today.
We'll take an expert look at your finances, finding the best ways to make the most of your money.
Our experts will guide you through a full financial review. They’ll help you prioritise areas of your finances that need attention, suggest strategies for smarter spending and build a plan for your future.
We'll help you create smart savings plans (short, medium and long term) to help you reach your financial goals.
We'll check you’re on the right point of the salary scale
We'll explain your pension entitlements – and how to plan for your dream retirement.
We'll review your current cover. If it's not right for your needs, we'll search the market to find the best policy for you.
We'll help you make the most of your savings – whether it's for a house, car or your family's education
We’ll review your payslips to check that your tax credits and point on the salary scale are correct.
Could you and your family survive without your salary, if you're ill and can't work? We'll help you decide if you need salary protection.
Enjoy savings with the special group deals we've negotiated exclusively for Public Sector employees.
All throughout your life, your financial needs, wants and demands are going to change. Here are some key things to consider at the different stages & why having a financial plan is so important.
We've helped Public Sector workers with their finances for 50 years. We understand your needs. Whatever your age or stage, we'll find the right financial product for you, across car, home, health and life insurance to income protection, retirement planning and more.
Includes 'What to expect from your appointment' and a 'Pre-Appointment Checklist'
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We'll ensure your future is financially secure and suggest ways to make the most of your money.
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Saving money can be difficult to start, but you don’t have to make huge sacrifices to get on the right track.
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We know daily life can be hectic. So we take the hassle and time out of financial planning by assessing key areas for you. We...
Read moreIf you have a question you might find the answer in our FAQs. If not, please get in touch.