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Firm details

Firm's services

Types of advice offered

  • Pension pot savings & investments
  • Inheritance tax planning

Ways of offering advice

In person
  • At your home
  • At their office(s)
  • At an agreed location
By telephone
By video conferencing

Minimum fee i


Minimum pot size i

No minimum pot size
Free initial meeting i

Adviser & office locations

Other services

  • Advice to UK expatriates
  • Workplace financial advice


37th Floor One Canada Square,
Canary Wharf,
E14 5AA
Disabled access
22 Mount Ephraim Road,
Tunbridge Wells,
Disabled access
68 Lombard Street,
City of London,


Mr James Trevor Ford
Mr Jamsheed Baman Motafram

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How near is your adviser?

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Web chat


  • Monday to Friday, 8am to 6pm
  • Saturday, 8am to 3pm
  • Sunday and Bank Holidays, closed

This service is currently only available in English.

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WhatsApp Logo WhatsApp

  • Need help sorting out your debts, have credit questions or want pensions guidance?
    Add +44 7701 342744 to your Whatsapp and send us a message.

  • For everything else please contact us via Webchat or Telephone.

This service is currently only available in English.


Contact us

  • Give us a call for free and impartial money advice.
  • 0800 138 7777

  • Monday to Friday, 8am to 6pm
  • Saturday, Sunday and Bank Holidays, closed
  • Our general email address is

  • We will normally respond to your enquiry within 48 hours of receipt.