CONTACT

Good advice starts with listening.

Speak to an adviser

Tell us a little about your situation and what you'd like help with. One of our advisers will be in touch to arrange a time to talk. You can also email us at contact@crosskeyswealth.co.uk.

A first meeting with an adviser

A view of whether we can help

No obligation and no sales pressure

Clear next steps

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Everything you need to know before starting

Is the first meeting really free?

Yes. Your initial consultation is complimentary and there is no obligation. It's a chance for us to understand your goals and for you to decide whether we're the right fit. We will always confirm any fees in writing before you commit to anything.

Is your advice independent?

Yes. We provide independent advice based on a comprehensive and fair analysis of the market. We are not restricted to a limited number of providers, so our recommendations are based solely on what is right for you.

How do you charge for your advice?

We believe in complete transparency on cost. Depending on the service you choose, there is an initial advice fee and, for ongoing clients, an annual service fee. We will confirm the exact fees that apply to you in writing before you proceed. Third-party costs, such as platform and fund charges, are separate. You can see our fees in full on our charges page.

Who looks after your money

We do not hold client money. Your assets are held in your own name with an independent, FCA regulated custodian.

What if I change my mind

There are no penalties to stop service with Cross Keys Wealth.

What our clients say

"Since I started working with Jamie, I've felt confident about my finances for the first time. He has taken the time to understand my situation, from pensions to investments as well as the bigger picture. He explains everything clearly and when there's a decision to make, I always come away from a conversation knowing exactly where I stand and why. I'm really pleased with how things are progressing and feel confident my money is in good hands. I'd recommend Jamie without hesitation."

Nicola B.

"I have been working with Jamie Briant for a number of years, and I couldn't be more satisfied with the guidance I've received. His deep knowledge of the financial markets, combined with a personalised approach to wealth management and pensions, has given me great confidence in my financial future. Jamie takes the time to listen to my goals and explains complex strategies in a way that is clear and actionable. I highly recommend his services to anyone seeking a dedicated and transparent financial partner."

Simon M.

"Chris is approachable and listens well. I have found him knowledgeable and good at explaining options in a way that I can understand, whilst delivering a great return on investments. This has given me confidence in my retirement planning."

Caroline S.

"Can highly recommend both Chris and Jamie. I have trusted them for many years, and they are incredibly diligent and professional. I am extremely happy with the attentive service, they are always readily available to take a call and listen."

Ben H.