What We Do

We provide FCA regulated financial planning advice in the following areas: -
  • Pensions and retirement planning
  • Cash flow forecasting
  • ISAs
  • Tax planning
  • Investment management
  • Life cover and family protection
  • Estate and Inheritance Tax planning
We offer advice to individuals and support to employers but there is naturally some crossover; our services are not mutually exclusive.

EMPLOYER-RELATED SERVICES

PRIVATE CLIENT SERVICES

Seminars

Senior Executives and Flexible Benefits

Strategic Financial Planning

Investment Management

Our seminars are tailor-made according to specific requirements.  These can cover any financial planning subject and examples of what we have done in the past are available on request.

We offer personalised financial planning advice to senior staff who face particular challenges relating to pensions and tax.  This can be employer-funded as part of their reward package.

Our advice is also available on a self-funded service through flexible benefits options.

Our fee based strategic financial advice covers the fullest range of financial advice issues and is structured to be flexible and accommodating.  It is available to any individual on a fixed fee basis with flexible payment terms.

Please contact us for our private client services brochure.

Whatever your investment needs and the amounts involved, we can help.  We offer a range of investment management services designed to accommodate those who need pro-active management as well as those who are prepared to make their own investment choices.

Please contact us for our investment management services brochure.