Know what to do with your money?
Most people in the UK don’t because we’re not taught at school, and this normally costs us hundreds of thousands of pounds over a lifetime. We’re here to help you build long-term wealth by giving you the financial education you should’ve had and support from good advisors when you need it.
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Make the most of your money
Don’t want to do the wrong thing
This is a really common fear with money, but how are we supposed to know what to do or who to trust? This is why we offer free financial education and make it easy to find a good advisor for a fair fee.
Maximise your long-term wealth
Most of us don’t really have a financial plan so we miss out on a lot of money e.g. 90% of UK people never log into their pension. We can create a plan to maximise your wealth (and reduce stress).
Capitalise on life’s big moments
Sometimes we need to make big decisions, like buying a home or retiring. This is when speaking to an advisor can really help because it can have a massive impact on your outcomes.
How we can help you improve your finances
Education
Learn the principles of how to build wealth through our free content like podcasts, YouTube, newsletters etc.
Free
80% of personal finance on 2 pages - free guide
Financial health check
Guidance
Your own financial advisor will help you make better financial decisions and build your plan to achieve your goals.
£40/month
Minimum of 12 months
Your own FCA accredited advisor
Unlimited guidance
Personal plan to maximise wealth
Financial forecasts e.g. retire at 60
Advice
A step up from guidance because your advisor can make specific investment recommendations and manage your money (if you want).
Custom price
Fees depend on the advisor
We should be taught about money at school
But we’re not and this normally ends up being really costly because small changes can add up to a lot over time.
Take your pension for example. Making a few good choices with your pension is normally worth hundreds of thousands of pounds over a career, but most of us don't even know what pension funds we're in, let alone how they're performing.