Who's Behind This
Coralynn spent twelve years in retail banking before joining us in 2023. She watched countless customers nod along during product explanations, only to call back days later admitting they didn't understand. That disconnect drove her to focus on clarity over complexity.
Our broader team brings backgrounds from mortgage advisory, pension administration, and FCA compliance work. We've seen the industry from multiple angles, which helps us anticipate which terms trip people up and why.
We're not here to replace professional advice. We're here to help you understand what your advisor means when they suggest a "laddered bond strategy" or explain "drawdown flexibility" in your pension. The more you understand the language, the better questions you can ask.