Talking Finances

We know that talking about your finances can be daunting. That’s why the first thing we do, is listen. Our role is to understand what’s important to you and how we can help you achieve it because, ultimately, we want to place you in control of your financial future.

We also understand that financial advice, with all its industry jargon and complex terminology, can be off-putting. And that the last thing you want is to feel embarrassed you don’t have a better grasp on your finances. 

We’re different: we speak plain English, provide a compassionate and sensitive service and believe there there is no such thing as a ‘silly’ question.

It’s a team effort at Talking Finances, with different members of the team being brought in at different stages where they can add most value. Although you will have a named adviser who you can come to at any point, we do our planning as a team because it means you benefit from our shared technical knowledge and expertise.