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Planning centres

We often meet with clients to go through their Personal Financial Plan with them on a face-to-face basis. Whilst we are happy to meet clients at their homes or places of business, our clients usually prefer to meet at one of our planning centres.

Currently, we have planning centres in London and  Manchester and at our Client Service Centre in Croydon, although we also intend to open centres across the UK over time.

If you don’t live or work near a planning centre, or would prefer to meet elsewhere in the country, we also have access to flexible offices at dozens of locations.

Please just let us know your preference.


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