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Firm details

Firm's services

Types of advice offered

  • Pension pot savings & investments
  • Transferring a pension
  • 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

£0

Minimum pot size i

No minimum pot size
Free initial meeting i

Adviser & office locations

Other services

  • Advice to UK expatriates
  • Workplace financial advice

Offices

37th Floor One Canada Square,
Canary Wharf,
London,
E14 5AA
Disabled access
27 Austin Friars,
City of London,
London,
EC2N 2QP
Disabled access
22 Mount Ephraim Road,
Tunbridge Wells,
Kent,
TN1 1ED

Advisers

Mr James Trevor Ford

Other firms you've viewed

  1. Halcyon Wealth Limited

How near is your adviser?

Many firms have advisers who don’t work from the office all the time and are based in different parts of the UK. So don’t worry if the address of the firm seems far away, there should be an adviser located near to the post code you’ve entered. Advisers will also usually give you a choice of where to meet. For more help choosing an adviser see our guide.

Web chat

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Directions

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

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.

Unavailable

Call 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

* Calls are free.