Contact us for the right advice
Employee Financial Planning Services
We’re proud to be working with William Morgan Group to provide access to expert financial planning advice and education. Our team of qualified advisers can meet with you in your office, online, or over the phone — whichever suits you best.
We know you feel strongly about your profession and the difference you make to your clients lives and the communities you live and work in. We feel the same about the difference we make, through independent financial planning.
Book a Financial Planning Meeting
We’d be delighted to host an individual or joint financial planning meeting, either online or by telephone.
Appointments are available from 8am to 8pm, Monday to Friday, and 9am to 6pm on Saturdays.
Book a Financial Planning Surgery
Our in-person financial planning surgeries take place in your office, offering a convenient opportunity to discuss your goals face to face.
Once you’ve met an adviser, you’ll have ongoing access to them for future conversations whenever you need guidance.
Financial Wellbeing Webinars
Our interactive webinars cover key areas such as budgeting, investing, retirement planning, and protecting your family’s future.
They’re designed to help you make confident financial decisions — book your place today.
Choose your financial planning needs…
Financial Planning for Life
Create a personalised plan that evolves with you — from buying your first home to planning your retirement.
Investing with Confidence
We’ll help you build an investment strategy aligned with your goals, values, and appetite for risk.
Retirement Planning
Understand your options, maximise your pension savings, and prepare for the retirement you’ve always envisioned.
Protection for You and Your Family
Make sure you and your loved ones are financially secure, whatever life brings.
Estate and Legacy Planning
Plan how your wealth will be passed on in a tax-efficient way, preserving your legacy for future generations.
Tax Planning and Efficiency
Make the most of your money by structuring your finances tax-efficiently — from your income and investments to your retirement and estate.
Knowledge Hub
Explore our articles, guides, and videos on all aspects of financial planning — from managing everyday money to preparing for retirement. We regularly update our content to help you stay informed and in control of your financial future.
The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.
The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.
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