Financial planning services you can trust – We all wish we could turn straw into gold…
But in reality financial security boils down to planning, careful management and making sure your finances can cope with all the significant events and challenges in your life.
That's where we come in. We've been offering financial planning to people just like you for over 25 years. We have a team of 12 Financial Planners and support staff who take care of more than 2,500 clients and over £250 million of assets.
Every client has individual needs. We have a range of specialist services to suit your circumstances or situation:
- Financial health check
- Planning for retirement
- Lifetime cash-flow modelling
- Wealth management
- Inheritance tax planning
- Family trusts
- Portfolio design and construction service
- Lifetime mortgage (a type of equity release)
- Long term care planning
- Life and critical illness cover
We can also arrange mortages through a third party and, in addition, we offer a range of specialist business services:
- Key person insurance - protect your business Profits, Loans and Ownership
- Shareholder Protection Insurance
- Employee pensions
- Medical Insurance
- Income Protection
- Help with new employer responsibilities for Pensions, coming in from October 2012
- Specialist taxation knowledge
It's all about listening
Our listening skills are the key our success as financial planners. Everything we do is tailored to suit you and your needs. This means you can rely on us to guide you through the complex financial landscape to secure your future.
We don't dance to anyone else's tune
Our independent status is something we take very seriously. Unlike your high street bank or building society we’re not tied to any provider. We study all the available financial products on the market to find the best solution for you.
The markets change daily. So we make sure our staff have their fingers on the pulse of all the latest products, services and legislation. Staff training, the latest technology and a full time financial researcher means that you can be sure of the most up to date and relevant advice.
Leave it to us or go it alone
Most of our clients like us to take care of all their investment and planning needs. But if you would like to implement your own plan, we can help you with friendly advice and steer you in the right direction.
We’re always available for an informal chat...
Call us on: 01539 725855