What We Don’t Do

As we provide an independent financial planning service, we can advise on most products within the market and are not tied to any one product or provider. 

However, there are some things we don’t do:

  • We do not advise or set up mortgages or mortgage contracts
  • We don’t advise on or undertake defined benefit (final salary) pension transfers
  • We cannot give financial advice to non-UK Tax Residents.