SERVICES

We firmly believe that to get the best out of the financial planning service which we offer, clients should be engaged and take an active interest in the process to ensure that needs and goals can be established and a solution put in place that clients fully understand. We will then work together in reviewing these plans and updating them with any changes in circumstances.

Below details just some of the products which we can offer after we have determined the needs and objectives of a client. We are able to advise on a wide range of financial matters, so please do not hesitate to contact us if you cannot see what you are looking for below.

Financial Planning

We believe that in order to be able to give the most suitible advice, we should undertake a full financial plan taking into account all areas of your financial situation.

We can then make a plan that ties in with an individual's objectives and create a solution which we can work together and achieve.

Wealth Management

We advise clients on how to set up their financial affairs in a tax efficient way. This can range from having your investments held in a tax efficient manner to ensuring that your financial affairs are structured in a tax efficient way when they are eventually passed on. Please contact us for more information on:

Wealth Management, Inheritance Tax Planning and Tax Efficient investments. (Tax Planning is not regulated by the FCA).

Retirement Planning

Retirement is a crucial part of the financial planning process. We can help to guide clients down the right path for their objectives at any stage, from accumulating retirement wealth to managing pension income. We can recommend:

Personal Pensions

Annuities

SIPP

and more

Corporate Business

We offer a range of advice to business owners and directors including solutions for workplace pensions and Automatic Enrolment requirements, along with investment from businesses and protection policies including:-

Group life cover, Key person cover, Shareholder protection and more.

Investment

We can recommend a range of investments for clients based on what is suitible for their situation and stated objectives. These include:

ISAs

OEICs

Unit Trusts

Onshore Bonds

Offshore Bonds

and more

Protection

We offer a range of protection solutions to cater for a wide range of different needs. Protection can be required for various different reasons. Policies which we can offer include:

Whole of Life insurance, Term Assurance, Critical Illness cover, Income Protection cover and more