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Book your meeting today

Please use the form below to request a meeting. Once you have submitted your request, we will contact you within  48 hours to arrange your appointment.

Although our advisers have been briefed on your EY employee benefits, it would be helpful if you could bring along details of any relevant existing policies to the meeting, including your Total Reward Statement from your EY employee hub.

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Meet our advisers dedicated to helping EY employees

Adam Rideout

‘My job as a financial planner, is to understand the goals and objectives you have in life, then work with you to create a tailored financial plan designed to help deliver them.’ The clients Adam works with tend to be City based, at the peak of their earning potential and busy! They appreciate the focus he brings to their finances and are grateful for having someone to keep them on track. “Most people are referred to me by existing clients, which is testament to the value of working with a financial planner.” Click to find out more about Adam.

Paul Baldwin

With over 20 years’ experience in the industry, Paul, Senior Partner at Foster Denovo is passionate about finding the best solutions for his clients whilst ensuring a highly personalised client experience. Paul is a Fellow of ‘The Personal Finance Society’ and he also holds the STEP Certificate for Financial Services (Trusts and Estate Planning). Paul has adopted the Pension Transfer Gold Standard. This means he has signed up to adhere to a set of principles designed to raise the standard of professionalism within the pensions field. Click to find out more about Paul.

Nikki Rowell

A chartered financial planner with over 12 years’ experience within the financial industry, specialising in investments, pensions and inheritance tax planning. ‘The value I add is different for each client I work with. Whether it is helping you to develop a plan for your retirement or improving the tax efficiency or structure of your investments, my clients will benefit from an explanation they can understand and guidance to choose a solution or product which hopes to meet their needs and improve their financial position’. Click to find out more about Nikki.

Ryan O’Connell

With over six years’ experience in the financial advice industry, Ryan has developed the technical ability to support his clients in using their finances to help their children and also their parents with holistic financial planning strategies, whilst remaining financially stable. “I help my clients in understanding and making decisions with their finances, specialising in advising them on their defined benefit choices, trust and estate planning and their pension choices. I offer detailed, technical but clear advice to my clients, helping them to achieve their ideal retirement and also pass on their estate efficiently.” Click to find out more about Ryan.

Jamie Smith

“One of the things I most enjoy is working with people from a broad variety of backgrounds and different walks of life. I enjoy getting to know my clients, finding out what their financial goals are, and working on a plan which will help deliver the security and financial future that they want. As a client of mine, I provide a service that aims to help you build and protect your future prosperity, as well as alleviating any financial burdens. Making sure you are on course for the future you want, making adjustments on the way, if needed.” Click to find out more about Jamie.

Leigh Mahoney

“I work with my clients to simplify what can sometimes be complicated financial matters, and I help them to form a financial plan for their future. I have been described as friendly and approachable; a knowledgeable financial adviser who you can trust. Planning for your financial future does not need to be taxing, I will help you to clarify your financial aspirations and provide clear advice as to the way forward. Together we will make the most of your money, with the aim of making sure any strategy is as tax efficient as possible. If you have a family, we will make sure they are protected and provided for, should anything unexpected happen. Many clients tell me the sense of relief they feel once they have a plan in place.” Click to find out more about Leigh.

Our mortgage advisers

Whether you’re a first-time buyer, moving home, or purchasing an investment property, securing a mortgage can be a complicated and stressful process. With up to over 30 years of experience, our mortgage advisers will help guide you through the mortgage maze. Our mortgage desk will be there to support you every step of the way up until your completion date; helping with complicated forms, providing regular updates and answering any questions. With our experience and a dedicated point of contact, we aim to make your mortgage journey less stressful and give you peace of mind. Our goal is to make what can seem like a daunting decision as simple and stress-free as possible. If you’re confused by all the options you’re facing our mortgage advisers are here to offer help and guidance. Click to find out more about our mortgage advisers.

Why work with us?

We’re proud to be one of the top firms of financial advisers in the UK. Over the years, we’ve won more than 20 prestigious industry awards that affirm our commitment to each client we work with.

Operating across the UK and with offices throughout the country, our goal is to provide effective, tailored and valuable advice to each of our clients.

We recognise there’s no one-size-fits-all solution, and our financial advisers deliver specialist financial planning that reflects your financial goals and aspirations.

We’ll work with you to create a partnership with a financial adviser that has the expert knowledge to develop a tailored financial plan that suits you. Whether you’re planning for your retirement or want to grow and protect your wealth, we can deliver bespoke financial advice that puts you at the centre.

Our fees

We can help you with all your financial planning needs and we will always agree our costs with you before we carry out any chargeable work. See the summary of fees below which we have agreed for EY employees:

Discovery meeting – at no cost to you and no obligation to take up our services
Strategy report – £500 – £1,500 (incl. VAT) depending on the complexity of advice
Implementation – 1-2% of assets managed
Ongoing advice – 0.5% – 1% per year of assets we manage

Mortgages – our fees differ and we may receive commission from the lenders
Protection – no charge but we receive commission from providers

The Financial Conduct Authority does not regulate taxation and trust advice. The value of your investment can go down as well as up and you may not get back the full amount invested. Your home or property may be repossessed if you do not keep up repayments on your mortgage. There will be a fee for mortgage advice which will depend on the amount you are looking to borrow, your requirements and circumstances. The Financial Conduct Authority does not regulate some aspects of buy-to-let mortgages. Accessing pension benefits early may impact on levels of retirement income and is not suitable for everyone. You should seek advice to understand your options at retirement.

What our clients say