Professional financial planning can help you realise your ambitions, whatever they may be. As professional financial advisers, we can help you make informed decisions about your financial future over the short, medium and long term.
The great joy of eventual financial freedom is having your heart and mind free from worry about life's uncertainties. Our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.
It all starts with listening. We listen to your needs, your hopes, your dreams and we formulate a bespoke plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.
We have three key advisers who between them have in excess of 75 years service in the industry. We specialise in looking after our high-net-worth clients, including professional people and those who run businesses.
Through the recent uncertain times in the financial environment, we have managed to steer our clients through stormy waters and mostly with a positive and satisfactory outcome. All our clients receive regular updates and we arrange regular review meetings enabling us to make changes if required.
We offer advice on inheritance tax planning solutions (including will writing) as well as retirement planning (pre- and post-retirement). We will assess and advise on life cover, critical illness cover, protecting your income in ill health and private medical insurance for both the corporate and private sector.
In addition, we will advise on how to save and invest in a tax-efficient manner for private individuals, businesses and charitable trusts.
We assess the requirements at an initial meeting with a new client. We then prepare a report and offer a flexible arrangement of fee payment.