Tel: 01865 261100

The compass service

Compass is the name we have given to the process of developing a financial plan. If you follow the financial plan, you will arrive at your desired destination; that is you will have achieved your goals and aspirations.

Creating and following a clear direction to your goals gives you the discipline to make sensible financial decisions along the way, with the aim of reaching your goals as quickly as possible.

Risk profile and analysis

Financial services and fees

Our overall financial planning service involves three elements:

Our fee structure is simple, transparent and fair, and we believe it offers excellent value when compared with our competitors.

If you have questions on any aspects of financial planning or would like to request information on our charges, please contact