Our Services
Put simply, we aim to deliver common sense advice and guidance to our clients in respect of their retirement, investment, tax, and financial planning matters, to provide peace of mind that their affairs are in order, and being monitored to ensure the plans remain appropriate to their changing circumstances.
Click here to see a glossary of phrases, abbreviations and acronyms used within the financial services industry you may find useful when dealing with us.
The Financial Conduct Authority does not regulate tax advice.
INVESTMENTS
When it comes to investing, risk and reward are inextricably entwined – don’t let anyone tell you otherwise. All investments involve some degree of risk. We help our clients understand this before they invest. We take account of our clients risk tolerance, tax position, investment objectives, timescales, and numerous other factors, to ensure they are, and remain, comfortable with the investment solutions we recommend.
Our investment clients include individuals and their families, trustees, charities, and Public Guardian Office deputies.
RETIREMENT PLANNING
Living on the State Pension in isolation is not a viable option for the majority of people. Whether it be advice as to how best to save towards your retirement, how best to invest an existing pension fund, or what is the most appropriate way of taking benefits in retirement, we can help you understand the numerous and complex options open to you.
PERSONAL & BUSINESS PROTECTION
Sometimes the most basic of products provides the greatest value to a client. Life Assurance and Critical Illness Insurance provide a lump sum, often tax fee, upon a certain event, for example death, or diagnosis of a critical illness. These payments can make difficult times, and the future, a little less worrying.
Business owners will insure their business premises, vehicles, etc., but often forget their greatest asset – their people. Insuring Key Personnel can make the difference between a business collapsing, or getting though a difficult period should a key person die, or suffer a critical illness resulting in them being unable to work.
SERVICES FOR PROFESSIONAL FIRMS
We have worked within, and closely with, professional firms for many years, on behalf of both their Partners, and clients.
Our emphasis on providing excellent client service, and our fee based approach, results in many similarities in the way we work. When referring your clients to a third party adviser, you need to be sure you are putting them in safe hands, who understand, and appreciate, your client relationship.