Advisers who really listen

When you come to talk to us about your money and finances, the first thing we do is listen. Then we work out if we should offer you our services for a stated fee, or guide you – at no charge – to a lower-cost or free option elsewhere.

Typically, we help people work out what they’ve got now and what they’ll need for the future. That might be in the run up to retirement or after a change in your personal life. How we help you will depend on your own individual requirements but may include a budget analysis and cash flow forecast, an assessment of insurance needs, a debt plan, a retirement plan, a tax plan, an investment plan or legacy plan.

At Talking Finances, our clients always come first.

We start by listening, so come and talk!

Independent Financial Advisers

We are Independent Financial Advisers. Being independent means we can recommend services from the whole of the market. We have no bias towards any one particular financial product or service. It also means our clients pay us fees – we do not receive investment commissions.

You can therefore rest assured our advice and recommendations are based solely on what we believe to be right in your particular circumstances.

What our clients say