Financial planning for today and beyond
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We put people first
At Pelier we believe it’s our clients, and not their money, that should come first.
This is why so many choose to stay with us, and allow us to accompany and guide them, on their unique, life-long financial journey.
We’re professional and approachable. We put our clients at their ease, and we discuss financial matters, over an informal chat and a cup of tea, in good, old-fashioned plain English.
Working forward from that initial free, no-obligation chat, we give our new clients a clearer picture of where they stand, and how they can resolve any financial problems that occupy their minds.
We often find that our clients’ concerns quickly disappear when we set out the options they didn’t know they had. A clearer view translates into a feeling of confidence and life-long security.
About Us
This is why so many choose to stay with us, and allow us to accompany and guide them, on their unique, life-long financial journey.
We’re professional and approachable. We put our clients at their ease, and we discuss financial matters, over an informal chat and a cup of tea, in good, old-fashioned plain English.
Working forward from that initial free, no-obligation chat, we give our new clients a clearer picture of where they stand, and how they can resolve any financial problems that occupy their minds.
We often find that our clients’ concerns quickly disappear when we set out the options they didn’t know they had. A clearer view translates into a feeling of confidence and life-long security.
Our Services
Whether you’re worried about your mortgage, you’re concerned about your retirement planning, or the financial security of your family, we have years of experience in problem solving in each of these important areas.
Our fees
We will always agree a fee before you have to pay anything – no one likes nasty surprises!
We agree a fee on a case-by-case basis, as each situation is different.
When it comes to mortgages and protection we get paid by the provider. For mortgage cases, we charge a small arrangement fee, normally £295.
We agree a fee on a case-by-case basis, as each situation is different.
When it comes to mortgages and protection we get paid by the provider. For mortgage cases, we charge a small arrangement fee, normally £295.
Why us
Many clients who come to us have never spoken to an independent financial adviser before and often have one thing in common: financial insecurity and uncertainty. They find speaking to us a refreshing experience.
Our clients always tell us that they are less concerned, and happier, after we’ve worked with them, and formulated a personal and individual financial plan tailored exactly to their needs.
Many of our clients have come to count us as friends, and have stayed with us for years – many for 25 and counting! As you’d expect, much of our business comes from the most powerful salesperson of all: a satisfied client who is so happy with our service and our help that they send their friends and family to speak to us.
Find out more
Our clients always tell us that they are less concerned, and happier, after we’ve worked with them, and formulated a personal and individual financial plan tailored exactly to their needs.
Many of our clients have come to count us as friends, and have stayed with us for years – many for 25 and counting! As you’d expect, much of our business comes from the most powerful salesperson of all: a satisfied client who is so happy with our service and our help that they send their friends and family to speak to us.
Testimonials
We're here to help
Please feel free to get in touch with us for a no obligation chat.
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