Financial Planning

Through a separate regulated company we can work with charities to offer a financial planning service. Any fees received for this service are given to the charity to fund projects (less expenses). We call the service ‘Financial Planning with Positive Outcomes’.

This is offered to a small number of charities only, and the number of clients restricted. For full details contact

Please note... is not regulated by the FCA. The information is purely a guide and it is the responsibility of the investor to carry out their own research before making any final decisions. We will ensure that the information is as accurate as possible but we cannot be held accountable for any errors or omissions. No products are sold on this site, nor do we endorse any particular product or investment.

Where there are links to third party sites this is not an endorsement of that site, and we cannot be held responsible for the accuracy of the information on that site.

Where there is reference to performance you should note that past performance is purely a guide and investments can fall as well as rise.

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