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LLinden PathIndependent financial advisers
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A clear plan for the money you’ve worked for.

Independent advice on retirement, pensions, investments and protection, explained in plain English and paid for in the open.

  • Free, no-obligation first meeting
  • Fees explained in pounds up front
  • Independent, not tied to one provider
See how we charge
Two advisers shaking hands across a meeting table, with a chart on the screen behind them
Your first meetingFree, in person or by video
IndependentWe look across the market for you
Fees in poundsAgreed in writing, never a surprise
Plain EnglishNo jargon, and no hard sell
Looked after for yearsOne adviser who knows your story

Planning areas

Start with whatever is on your mind. We will join the pieces together so each decision supports the next.

    How we charge

    Advice should never come with a mystery bill. You will see every fee in pounds, in writing, before you decide anything.

    • Initial planning

      From £95

      A fixed fee for a full review of your situation and a written plan.

    • Ongoing advice

      From £45 a month

      Regular reviews and a direct line to your adviser. We confirm the terms in writing.

    • One-off advice

      From £95

      A single piece of advice with no ongoing commitment.

    A worked example

    If you had £25,000 invested

    Initial planning, paid once£350
    Our ongoing advice, each year£350
    Platform charge, each year£350
    Fund charges, each year£350
    Yearly running cost£2,500
    Our advicePlatformFunds

    Sample figures to show how it works. Platform and fund charges go to the providers, and we show them to you in pounds too.

    An adviser and a client sitting together on a sofa, relaxed and listening
    No jargon. No hard sell.

    Your first meeting

    It is a conversation, not an interview. Here is how it goes, from your first call to your decision.

    1. 1

      A short callQuick and friendly

      Tell us roughly what is on your mind. We will say honestly whether we can help.

    2. 2

      The first meetingFree

      In our office or by video. Bring what you have, and do not worry if some paperwork is missing.

    3. 3

      Your written summarySoon after

      What we heard, what we would suggest and exactly what it would cost.

    4. 4

      You decidein your own time

      Take as long as you need. If you go ahead, we guide you through the next steps.

    What could my pot grow to?

    Illustration only, not advice

    Move the sliders to see how saving and time can add up. A simple picture, not a forecast.

    Assumed yearly growth
    Illustrative only. This is not advice or a promise. It ignores charges, tax and the ups and downs of real markets, and the value of investments can fall as well as rise.

    An example total in 20 years

    £0

    If growth is lower£0
    If growth is higher£0
    In today’s money£0
    What you pay inGrowth

    Client stories

    A few examples of the kind of help we give, and what changed for people.

    Four Linden Path advisers standing together in a bright atrium, smiling
    • Helen CarterSenior adviser
    • Mark EllisAdviser
    • Amira KhanAdviser
    • Tom HughesPlanning assistant

    Advisers you can ring by first name.

    Linden Path is a small, independent firm. We started it because good advice felt too hard to find without a stack of jargon and a sales target attached.

    • IndependentNo targets, no products to push.
    • Plain about moneyEvery fee shown in pounds, up front.
    • In it for the long runWe stay in touch as life changes.

    What our clients say

    Sample reviews. Replace them with your own before you launch.

    “For the first time I understand where I stand. Nobody rushed me and nobody blinded me with jargon.”
    Sarah M.Retirement planning
    “They told us what it would cost before we agreed to anything, and it came out as quoted.”
    James T.Savings and investments
    “Patient and kind throughout. They made a worrying time a lot less stressful.”
    Priya K.Inheritance planning
    Independent adviceFees agreed in writingClear written termsFree first meeting

    Questions people ask us

    Pick a topic. If yours is not here, just ask us.

    How do I get started?

    Call us or send the contact form. We will arrange a free first meeting at a time that suits you.

    What should I bring to the first meeting?

    Whatever you have to hand, such as statements and paperwork. Do not worry if some is missing, we can help you find it.

    Where will we meet?

    In our office or by video call, whichever you prefer. We will confirm the details when we book.

    Which areas do you cover?

    We help people in Yourtown, Nearbytown and the surrounding villages, and others by video. Ask us if you are unsure.

    Still wondering about something?

    Let’s have a conversation.

    Tell us a little about you and we will arrange your free first meeting.

    Call us01234 567 890 Emailhello@lindenpath.example

    Visit or video call12 Market Row, Yourtown, AB1 2CD

    Your next step can be a small one.

    Come and talk it through. A free first meeting, no pressure, and a clearer idea of where you stand.

    • Free first meeting
    • No obligation
    • Fees explained up front
    Call us
    Four people talking comfortably in a lounge