Our Services

We can offer one-off advice or ongoing financial planning services in the following areas:

 
 
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Savings & Investment Advice

Maybe you’re saving for a specific future event or just for a rainy day. Perhaps you have a lump sum you’d like to grow. Whatever your circumstances we can provide you with tax-efficient investment advice tailored to your individual situation. We strongly believe that all investors have different needs, so we never use a one-size-fits-all solution.

 
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Review Of Your Financial Situation

Developments in rules and regulations mean the world of financial advice is always changing. So whether you’ve taken advice previously or have always just trusted your own instincts, it can never hurt to look at your finances with a fresh pair of eyes. We review existing investments to ensure that they’re tax-efficient and match your attitude to risk and long term goals.

 
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Pension Savings

There are some great reasons to make pension savings a priority:  tax relief on the contributions, tax-free growth on the investments and a range of ways to access your benefits when you retire. Pensions provide an opportunity for tax-efficient saving but people are often put-off by confusing legislation. We can cut through the confusing stuff and simplify the whole process from the savings stage right through to retirement.

 
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Retirement Planning

With all the talk about increasing the State pension age it might feel like you’ll never be able to give up work. Perhaps you’re concerned that you won’t have enough income to live comfortably in retirement. Let us take the uncertainty out of retirement: we can advise you on maximising your pension funds and the most suitable way to take retirement income.

 
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Life & Protection Policies

You don’t think twice about insuring your car, but what about protecting the things that matter to you the most? Nobody wants to think about the worst case scenario but it’s important to protect your loved ones if the worst were to happen. We advise on protection policies that cover you and your family in the event of death and critical illness or if you’re unable to work because of illness or injury.

 
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Inheritance Tax & Estate Planning

Most people want to leave a legacy for the next generation. We can help you protect your estate from the costs of long term care and inheritance tax. Then you can pass something on to your loved ones but not at the expense of enjoying life while you still can.

We can also help you set up lasting power of attorney arrangements and straightforward Wills.