Our Services

We specialise in providing independent financial planning advice to individuals, companies and trusts with a view to maximising investment returns in the most tax efficient manner.

The extent of risk to capital (if any) and returns is discussed and agreed initially.

Our main areas of advice relate to:

  • Investment of capital.
  • Ongoing monitoring and advice of existing portfolios
  • Pre and post retirement planning
  • Inheritance tax planning
  • Pensions
  • Mortgages
  • Equity Release
  • Trusts (ensuring adherence to the Trustee Investment Act 2000)

Initial advice is clearly very important, but we believe the correct level of ongoing monitoring and advice is equally crucial.

We discuss with clients their requirements and can provide regular portfolio valuations, review meetings and ad hoc communications to ensure the overall financial plan remains up to date.

As we are a completely independent business, all of our clients can be sure of impartial, unbiased and unrestricted advice from extremely well qualified consultants.

(Trusts and some aspects of inheritance tax planning are not regulated by the Financial Conduct Authority)