Without Charge

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A Finance Ltd specialises in Pensions & Investments (we do not give mortgage advice, but we can recommend an adviser). We offer an initial consultation interview of upto 1 hour without charge or obligation. This is to make sure that we can help you with your particular issue.


"Without Charge" consultations usually end in one of three ways.


If you'd just like to start a convesation as you are unsure of the next step go to our contact page and email us, but remember the to start the convesation we need to know "What do you want to achive and why?". We can then engage to see how we can help.


If your situation is a little more complex (having more than one pension or investment) it may be best for you to share your plan details before we speak. Spending any part of our meeting gathering your personal and investment details is not very productive and may leave very little time to discuss your options.


Collecting information before our meeting using a "secure portal" makes our initial interview meaningful, plus it enables:


If you need (3) "regulated advice" you’ll receive full details of the way that we engage and the expected costs before you make any commitment. 


To start the process, click on the link below to set up your secure portal and enter your information. 



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Please note: