Services
We offer independent advisory services across a wide range of areas.
Offered for you, for your business or, if you are also a professional service provider (such as a lawyer or accountant), for your clients.
Please select a service below, although many of our clients find they require more than one category;
For You
The aim of our service is to give you the peace of mind that you can achieve financial security for yourself and your family and ultimately achieve the lifestyle which you aspire to.
We will work closely with you through the stages life follows, guiding you on building, managing, protecting and distributing your wealth in an understandable and tax efficient manner.
At the end
Protecting your family, Wills, Life Assurance
Ill Health
Income protection, critical illness, private medical insurance
Saving & Investing
Tax efficient, ISA, VCT
Meeting Education Costs
School fees planning, university funding
Socially responsible, environmentally friendly, ESG
Pension freedom, SIPP, Flexible Drawdown, Annuity
Later Life Planning
Funding care fees, long term care plans
Making gifts, trusts, inheritance tax mitigation
Online services
For some areas, if your needs are more straightforward, you may wish to consider using our online services.
For Your Business
Whether you run a small, medium or large enterprise, there will be a need to consider the implications for you in the areas below. We have many years’ experience advising companies of varying size, as well as advising senior management on their own personal circumstances.
Providing effective benefits for your employees and protecting your business in event of loss of key staff can be crucial to the smooth running of a business.
Protecting the business
Loss of a key person through illness or death, shareholder protection
Providing for Employees
Pension schemes, life and health benefits
Advice for Business Owners
Tax efficient withdrawals, exit planning
For Your Clients
If you are a professional adviser such as a Lawyer or Accountant, we know how difficult it can be to find trusted financial advisers who will deal with your clients with the same degree of integrity as you do and who understand the importance of protecting your client relationship.
As Chartered Financial Planners we offer a professional, personal service and are open and ethical in everything we do, putting your clients’ best interests at the heart of our business.
There are also times when we need to refer our clients to other professionals for advice which is beyond our scope and we will only do so when we are confident that our own high standards will be matched.
As a result we feel this enables us to reduce the risk to your client relationship when making a referral to us as we will work closely with you to ensure your clients’ expectations are met in full.