Ask an IFA: Join our FREE financial surgery

Ask an IFA: Join our FREE financial surgery

Bring your financial ailments to our local drop-in event and we’ll do our best to fix them – with a side of top-notch hospitality. 

Book your place now by calling us on 0800 6342 111 or emailing This email address is being protected from spambots. You need JavaScript enabled to view it. and asking for a financial surgery appointment.

Have you got a question for us relating to investment, retirement, financial planning, your estate or something else entirely? Need some general advice on your financial circumstances? 

On Wednesday 11th September we’re opening our doors for a free community event where no question is too silly - as long as it’s financial... 

You’ll have the chance to come to our office and meet one of our experienced and highly qualified independent financial advisers. Whether you’re curious about investing, want to figure out how you can retire early, or have a goal in mind that we could help you reach with financial planning, we’re ready to help. Meetings will be informal but private, so you can rest assured that your individual circumstances are just between us. 

Secure your 25-minute slot today; places are limited so don’t miss out. There’ll be tea, coffee, and cakes (plus prosecco in the evening...) to enjoy in a relaxed and welcoming environment. The event will run from 12-2pm and 5-7pm. See you there! 

Call 0800 6342 111 or email This email address is being protected from spambots. You need JavaScript enabled to view it. and ask for a financial surgery appointment. Please note, appointments are not available to existing clients. 

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    0800 6342 111

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