Transparency,
Integrity & Expertise.

We provide jargon-free advice with transparent charges.

Our Services

Basecamp

This service focuses on helping you build the foundations of your finances so that you have the platform to grow and truly begin your financial journey. 

Ascent

This service focuses on keeping you on track towards achieving your medium and long term goals through closely monitoring your progress and reacting to changes in your circumstances. 

Summit

As you approach your financial peak, this service helps to maintain the financial security which you have worked hard to build and helps ensure you can enjoy this for as long as you can, with an eye on helping you pass this on to your loved ones. 

Our services are designed to provide you with value and are underpinned by 3 core principles:

Expertise

Our knowledge and experience in dealing with a wide range of client circumstances means we can always add value. We will use our broad knowledge of various tax wrappers, investment solutions and planning strategies to help keep you on track to achieving your goals.

Transparency

Our subscription-based approach is designed to be as clear as possible, you will know exactly what our work for you involves, what you will receive from the service and how much it costs.

Integrity

Your interests are at the heart of what we do and every step of our service is designed to ensure it is providing you with value. We offer fully independent financial advice meaning our recommendations are always based on what is most suitable for you.

Frequently asked questions

  • There are no initial adviser charges, and we do not charge any percentage based fees.

    Our clients only pay a monthly fee for our services based on the complexity of the work involved.

  • Our services may include advice which cover the following areas:

    • Pension and Retirement Planning

    • Investments

    • Tax Planning

    • Inheritance and Legacy Planning

    • Business Investments and Exit Strategies

    • Mortgages and Equity Release

    • Protection

  • Our Basecamp, Ascent and Summit services have a minimum term of 12 months.  

  • We do not have a minimum investment amount as our fees are not based on the size of your portfolio.

Get in touch

To begin your journey with Rise, please get in touch using the contact form, book a meeting link or use the details below to arrange a no obligation initial consultation

Main: 0161 515 4589
London: 0208 124 6555
Email: luke@risefp.co.uk

Contact us.