Our Fresh Thinking approach to financial planning

The financial advice model in the UK is and has been broken for a long time. The reason being is that financial planning and/or financial advice has only ever been discussed in conjunction with “product sales” and the two have become entwined.

We’re flipping traditional techniques on their head and putting you at the top of your financial plan.


Traditional Financial Advice Model

Product Manufacturer
Financial Adviser
Sale and Commission
YOU

Our Lifestyle Planning Approach

YOU
Lifestyle Planning Advice
Fixed Fee
Independent Planning Solutions
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