Request a Consultation

QED can help you realise your financial goals with their expert advice. Our consultations are free, face to face in our Yorkshire office and there’s no obligation to proceed with us after your initial meeting.

How the advice process works


We get to know you

We will give you a quick phone call to get an idea of your goals and what you would like to achieve. We will then schedule a complimentary meeting with one of our expert advisers in our Yorkshire office.


Explore your needs

We find out what your personal financial goals are and with this in mind, create a financial plan that works for you. Your plan will include an illustration of our fees so you can easily make a decision.


Solution and advice

If you agree to our plan, we’ll then implement our recommendations and give you advice. We’ll research your financial position so we can give you personal and tailored advice.


On-going relationship

After your initial plan is implemented, we’ll provide you with on-going reviews of your portfolio.

Arrange a free consultation

Arrange a free, no obligation, face-to-face consultation with one of our financial advisers.

Your data will only be used to arrange a consultation with one of our advisors.