Client Support

Wealth management extends beyond the core areas of advice. That is why we are working together with several external firms in order to provide our clients with a range of solutions and resources for their further financial planning needs.

Need help?

We will treat clients as individuals. Every step will be taken to ensure our products and services are clear and easy to understand. We will offer a choice of ways to communicate and ensure all advisers and staff are sufficiently trained.

Understanding and addressing the needs of our clients is important to us. We will offer you flexible ways of engaging with us to ensure that you get the support you need in order to make informed financial choices.

Helplines

For advice and support to anyone experiencing a mental health problem

Mind Infoline: 0300 123 3393

Providing support for older people

Age UK Advice Line: 0800 678 1602

For information or advice about Dementia or Alzheimer’s

Dementia UK Helpline: 0800 888 6678

Offering listening and support to people in times of need

Samaritans: 116 123

A charity offering free care and bereavement counselling to people suffering from grief

Cruse Bereavement Care: 0808 808 1677