So you know what you want – a good financial plan and an experienced, professional adviser who understands your requirements and knows what you want to get out of life.
How do you go about finding them?
We’re delighted that most of our clients come to us because we have been recommended by a friend, family member or colleague. Now is your chance to quiz us, check us out, ask anything you want. This is all part of the process that we embrace about making sure we are right for you.
As a team of experienced and highly qualified professionals, we understand the markets and how to make your money work hard for you.
We always work in partnership with our clients. Once we’ve helped you identify your goals through our comprehensive planning process, we go ahead and start to formulate detailed recommendations. You will see that we take into account your attitude to risk, the timescales you’re working towards and the investment return you’re looking for.
For individuals, our services can include help with investments, pensions, tax relief, estate planning and protection. We specialise in retirement planning, helping people make the most of the new pension freedoms, in terms of using a pension to receive an income or pass on the benefits to your family and others.
We also work with companies and business owners, assisting them with employee benefits, auto enrolment, business protection and exit strategy planning.
What all our services have in common is that they are designed to provide you with the financial freedom you aspire to.