Get in touch
Email [email protected]
Challenge House, Sherwood Drive, Bletchley, MK3 6DP.
If you need to speak to an adviser immediately please call Bob / Keali directly on 07742 019661 / 07770 919586
How it works
Get in touch and take the initiative.
A phone call is the best way to start the process to see how we can help and understand your situation.
From then you can book a free online or in person appointment to gather all the info and have a proper, thorough first meeting. We will fully understand your goals and you will be clear on our options as well as any costs, but you are still not committed at this stage.
We then do full whole of market research and design a plan bespoke to your needs.
We will see you again for a follow up appointment again online or in person to present the ‘Plan’ to you.
We will then provide a Full Advice letter detailing everything you need to know about the ‘Plan’.
Once approved we then do ALL the paperwork for you in order to put the ‘Plan’ in place.
Please send us a message by filling out the form below and we will get back with you shortly.
How to complain
Visit our dedicated page for information on complaints handling.
The Financial Ombudsman Service (FOS) is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. Please click here to visit their website or contact the FOS.
