Maximise your wealth with a financial adviser

Find the level of support that fits your confidence, goals and budget

You can get guidance or advice

They sound similar but there are important differences

Guidance

A qualified adviser will give you the knowledge, confidence and tools to make better financial decisions. Think of them like a coach or a personal trainer for your finances.

Your adviser would gather your information, answer your biggest money questions and build a personal plan that draws on all the key levers to maximise your long-term wealth.

£400/year

Or £40/month for 12 months (£480)

Your own financial adviser

Unlimited guidance and planning

Cashflow forecasts, e.g. retire at 60

Advice

A few levels up from guidance. Rather than just helping you make better decisions, an adviser can recommend what they think you should do - becoming legally responsible for what you do.

The key benefit of getting advice (rather than guidance) is that an adviser can suggest specific products for you to invest in and they can manage your money, if you want.

The fee depends on the adviser and your circumstances but advice costs a lot more than guidance because the work is a lot more involved, in part thanks to the regulations.

Custom price

Fees depends on what you want and the adviser

You can get everything in Guidance plus:

  1. Investment advice, e.g. particular funds

  2. Adviser can manage your money

Not sure what’s right for you?

Some of our trusted advisers

Lisa Conway-Hughes

FCA accredited financial adviser

Lisa has the highest level of qualification that a financial adviser can get, ‘Chartered’, which is the top 10%. Lisa is a friend of the podcast (she’s been on a few times) and the Founder of LCH Wealth. Check out Lisa’s episode on pensions.

George Agan

FCA accredited financial adviser

George is also a Chartered financial adviser and planner. He works at Flying Colours Advice and, like everyone we work with, has similar philosophies on money to us. Check out his episode on our podcast on planning your retirement.

Tom Ashworth

FCA accredited financial adviser

Tom was an accountant for seven years before becoming a financial adviser so has a strong grasp of both personal and professional finances. Tom has similar values to us, and wants to help as many people as he can. Tom’s website.