Wealth Guide
Initial consultation free
Independent
Awarded Financial Times Adviser Top 100 as part of the Rosemount network. Independent, FCA-regulated pension advice, helping clients review, consolidate and plan retirement income. Delivered fully remotely with simple digital tools.
We can advise you on
Clients
helped
helped
45
Minimum
pension value
pension value
£150k+
Minimum
wealth
wealth
£150k+
Minimum
mortgage value
mortgage value
£0+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mr Michael Lavin
Independent Financial Adviser
What our clients say
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Peter & Monica Becko
"Consistently delivered careful, well-prepared investment guidance, taking time to address all our questions and concerns."
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Philippa Paterson
“They took great pains to learn exactly what kind of investments I wanted, and just as importantly, which I wished to avoid. Their thorough investigation and clear explanations gave me peace of mind,...
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Anonymous Review
“Very professional with no pushy sales tactics, and their management charges are significantly lower than my previous provider. I’ve been extremely pleased with the investment performance so far,...
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Jeff Sears
“They invested significant time understanding my financial circumstances and risk tolerance, ensuring I never overextended myself. They clearly explained all recommendations and the varying risk...
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