Face To Face Financial Advice Meetings

Published / Last Updated on 17/05/2021

Meeting face to face for your financial advice

We are online and telephone/postal financial advices, and whilst most people work this way to secure larger fee discounts, we recognise some of our  clients may want the security of meeting their adviser.

If you prefer to meet with your financial adviser, we have financial advice meetings with our clients throughout the UK and Europe every day.

We are UK authorised and based with offices in Cornwall, the Midlands and Richmond (for London), but we can also meet clients around the UK and overseas in various locations.

This will very much depend upon your needs and requirements.  Contact us to discuss your needs and arrange an appointment with our award winning experts.

Telephone us or book a call back  or contact us and we will deal with your enquiry.

Do not be confused anymore about your money as we make it easy for you to deal with our advisers who are some of the highest qualified, award winning, finance experts in the country.  We will explain all that jargon in plain English and get you on the right track to success with your finances quickly and easily.  

How much does it cost?  FREE Consultation

Just because we meet with you face to face, our first independent financial advice consultation with you is still at our expense.


You will be amazed by what we can do to make you money, save you money, save you tax and protect your hard earned cash from the 'taxman'.

No Salespeople - That is a Promise!

We are award winning independent financial advisers not insurance salepeople.  We guarantee you will not be 'sold' to, you will not be pressured into making any decision at any stage, you decide what happens to you, your money and when.  

We want you to become our client, not to be turned off by a 'sales pitch' .  The only way we know how to do this is to do the best job we can for you.  You have nothing to lose by contacting us and everything to gain.  

How can we afford to offer free consultations?

We can afford to offer initial consultations at no cost because most people who contact us are amazed by what we tell them about their financial position and then normally decide to take our advice, it is that simple.

We understand that people like face to face meetings and can be easier to fit into busy schedules.  So contact us to arrange a meeting.

Contact  Call Back

Explore our Site

Money MOT
T and C