{"id":7,"date":"2026-08-20T12:01:21","date_gmt":"2026-08-20T12:01:21","guid":{"rendered":"https:\/\/colorlibhub.com\/unapp-finance\/about\/"},"modified":"2026-08-20T12:01:21","modified_gmt":"2026-08-20T12:01:21","slug":"about","status":"publish","type":"page","link":"https:\/\/colorlibhub.com\/unapp-finance\/about\/","title":{"rendered":"About"},"content":{"rendered":"\n
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The team<\/p>\n\n\n

Three people, and you will deal with all of them<\/h2>\n\n\n

No call centre, and no account manager who leaves every eighteen months.<\/p>\n\n<\/div>\n\n\n

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\"Helen<\/figure>\n\n\n

Helen Ashworth<\/h3>\n\n\n

Chartered Financial Planner \u00b7 FCII, CFP<\/p>\n\n\n

Twenty-eight years advising families through retirement, divorce and inheritance. Founded the firm in 2009.<\/p>\n\n<\/div>\n\n\n

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\"Idris<\/figure>\n\n\n

Idris Mahmood<\/h3>\n\n\n

Financial Planner \u00b7 DipPFS<\/p>\n\n\n

Specialises in company directors and the awkward business of extracting money from your own company sensibly.<\/p>\n\n<\/div>\n\n\n

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\"Sarah<\/figure>\n\n\n

Sarah Whitcombe<\/h3>\n\n\n

Paraplanner \u00b7 DipPFS<\/p>\n\n\n

Writes the plans, models the scenarios and finds the pension nobody remembered they had.<\/p>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n\n\n\n

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28 years<\/p>\n\n\n

advising the same families<\/p>\n\n<\/div>\n\n\n

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\u00a3410m<\/p>\n\n\n

under advice<\/p>\n\n<\/div>\n\n\n

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0%<\/p>\n\n\n

commission taken<\/p>\n\n<\/div>\n\n\n

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4.9\/5<\/p>\n\n\n

client review score<\/p>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n\n\n\n

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How it works<\/p>\n\n\n

Four steps, and you can stop after any of them<\/h2>\n\n\n

Nothing is charged until you have seen the plan and agreed to it in writing.<\/p>\n\n<\/div>\n\n\n

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01<\/p>\n\n\n

A conversation<\/h3>\n\n\n

An hour on the phone or in the office, at our cost. You describe what you are worried about; we tell you honestly whether we can help.<\/p>\n\n<\/div>\n\n\n

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02<\/p>\n\n\n

A written plan<\/h3>\n\n\n

Where you stand today, what you want, and the gap between the two \u2014 in a document your family could read without us in the room.<\/p>\n\n<\/div>\n\n\n

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03<\/p>\n\n\n

Putting it in place<\/h3>\n\n\n

We do the paperwork, the transfers and the chasing. You sign things and otherwise get on with your life.<\/p>\n\n<\/div>\n\n\n

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04<\/p>\n\n\n

A review every year<\/h3>\n\n\n

Markets move, tax rules change and so do you. We meet each year and adjust, or confirm that nothing needs adjusting.<\/p>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n\n\n\n

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Risk warning<\/p>\n\n\n

The value of investments can fall as well as rise and you may get back less than you invested. Past performance is not a guide to future returns. Tax treatment depends on individual circumstances and may change. This page is a placeholder \u2014 replace it with your own regulated wording before publishing.<\/p>\n\n<\/div>\n\n<\/div>\n\n","protected":false},"excerpt":{"rendered":"

The team Three people, and you will deal with all of them No call centre, and no account manager who leaves every eighteen months. Helen Ashworth Chartered Financial Planner \u00b7 FCII, CFP Twenty-eight years advising families through retirement, divorce and inheritance. Founded the firm in 2009. Idris Mahmood Financial Planner \u00b7 DipPFS Specialises in company […]<\/p>\n","protected":false},"author":6,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"page-no-title","meta":{"footnotes":""},"class_list":["post-7","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/colorlibhub.com\/unapp-finance\/wp-json\/wp\/v2\/pages\/7","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/colorlibhub.com\/unapp-finance\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/colorlibhub.com\/unapp-finance\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/colorlibhub.com\/unapp-finance\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/colorlibhub.com\/unapp-finance\/wp-json\/wp\/v2\/comments?post=7"}],"version-history":[{"count":0,"href":"https:\/\/colorlibhub.com\/unapp-finance\/wp-json\/wp\/v2\/pages\/7\/revisions"}],"wp:attachment":[{"href":"https:\/\/colorlibhub.com\/unapp-finance\/wp-json\/wp\/v2\/media?parent=7"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}