Financial planning doesn’t need to feel complicated. We’re here to take away the complexity, so your choices feel clear and straightforward. From your first conversation with us to putting your plan in place and keeping it on track, we’ll guide you through each stage.
Financial planning can help at many stages of life, whether you’re thinking about retirement, planning for your family or simply wanting more clarity and confidence about the future. It’s about understanding where you are now, what you want life to look like and putting a plan in place to help you get there.
Absolutely. Either Pete or James will be your dedicated adviser and your main point of contact. They’ll take the time to get to know you, your circumstances and your goals. As there are only three of us, we work closely together, so while you’ll always know who your adviser is, you’ll also have the support of the whole team whenever you need it.
Meetings can take place face to face in the comfort of your own home or at our office in Launceston, where we have easy parking, accessible facilities and good coffee too! Alternatively, we’re more than happy to meet by video call if that works better for you.
Of course. If you would feel more comfortable bringing your partner, family member or another trusted person to a meeting, they’re very welcome to join you.
Not at all. If you have them to hand, it’s helpful to bring some ID, any existing policy statements, recent payslips and your last three months of bank statements. Don’t worry if you don’t have everything ready though. We’ll guide you through what we need and help you bring everything together as we go.
