Our independent financial advice and planning services can help you make the right decisions about your financial life - for you, your family and your business. Together, we can plan for your best possible future.
We aim to look after you, not just tomorrow, next week or next month, but in the years ahead. To achieve this, we work hard from the very beginning to build a relationship based on mutual trust. We will take the time to really understand your needs, concerns and hopes for the future. Our approach is always holistic, but we can also advise on specific areas in isolation, if preferred.
All of our advisers have achieved a high level of financial planning qualification and continue their academic development. We take pride in keeping up-to-date with the latest technical, investment and tax issues.
We take the time to work with your other professional advisers – such as lawyers and accountants – to integrate your financial, legal and tax needs.
We work either on the basis of an agreed fee or an agreed ongoing charge deducted at source. We will always be open about how our costs are paid, before we undertake work for you.
Ensuring that all investment actions are in harmony with your own objectives
Estate Planning & Trustees
Helping minimise your inheritance tax liability, so wealth can cascade down the generations
Helping find ways to keep your family safe when you aren’t there to protect them
Helping you protect your business from the impact of losing a shareholder or partner
Divorce & Pension Sharing
Guiding you through the complexities of sharing pension benefits in the event of a divorce
After a lifetime of saving, we'll help to provide a secure, comfortable and fulfilling retirement