Your planning

As our client, you have access to services designed to help you plan for each stage of later life and experts to support you along the way.


Choosing Deep Dive

Our clients and expert peers explain what it's like to work with us.

Mike and Eve Clients since 2010

Peter understands that totally, goes along with it, and advises knowing how we both feel, and he's been great.

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Nicholas Client since 2013

He's been the adviser for my grandfather, then my parents and me and my brothers as well, so, it's been a long time.

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Jamie Kyte, Chartered Financial Planner

You're going to be dealing with someone who's been doing this day in, day out...

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Andrew and Fiona Clients since 2013

Peter's always very helpful and up to date. He’s very easy to get hold of. He’s always available on the telephone always on email.

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Jacqueline Berry, My Care Consultant

It is so important, as a duty of care, to speak to an appropriate financial adviser.

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Tom Client since 2013

I've come to him with a lot of questions that I wasn't necessarily expecting him to have answers to, and he's always delivered.

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