We all have a drawer like this at home.
Stuffed with old paperwork, unopened statements, and policies we’ve half-forgotten, pensions from old jobs, life insurance we’re not sure we need, documents we meant to review… someday.
We all have The Drawer, and it’s where your financial potential is hiding.
“I’ve no idea what I have or where to start.” It’s the sentence Richard heard more than any other in 25 years of sitting with clients, and it’s why The Drawer exists.
We will help you make sense of what’s in The Drawer, and bring clarity, order, and savings to your financial life. You don’t need to figure it out alone. We’ll sort through the clutter, explain what you have, and show you how to make it work for your future.
It’s easier than you think.
Fill in a short form with whatever you have, even if it’s just your name and who you think your providers are.
Sign one form appointing us as your adviser, and we do the rest.
We contact your providers, gather your policy information and build your Drawer Report.
A plain-English summary of what you have, plus a review call to talk it through.
By uncovering what's in your drawer, you might:
This isn’t about selling you more, it’s about helping you make the most of what you already have.
“Richard was a great help in dealing with my pension, process was very straightforward from collecting all the relevant required information to setting up both online meeting & in person. He's also been a great help in reviewing existing life & mortgage policies.”
“Richard's approach to explaining pensions was very easy to understand, I felt reassured that my money was being put to good use.
Typically I hate questionnaires, I find the whole application process tedious, but on this occasion, I have to say Richard has streamlined it so it was quick and painless.”
The Drawer is for people who:
Whether you’ve got a shoebox full of documents or nothing but a PPS number, we’ll take it from there.
Let’s find out what’s inside, and what it could mean for your future.
Our review is free. If you appoint us as your adviser on existing plans, the provider may pay us ongoing commission on those plans. If you complete new business with us, we will also receive commission and payments from lenders and providers. Full details are in our Remuneration Summary above.
