We provide an independent financial planning service for individuals, couples and families who require expert investment, retirement and tax planning advice.
Our aim is to deliver a service that gives you confidence that your personal and financial aims are clearly understood and that your financial assets are effectively managed and by professional and expertly qualified financial planners.
We provide advice across the main financial planning areas: pension and retirement planning advice, tax planning, personal risk management, investments including risk analysis and asset allocation, cash flow management, lifetime and target forecasting, inheritance tax and estate planning, school and university fees planning.
We have considerable experience in managing the affairs of clients with high incomes and substantial sums to invest. Our clients typically have a professional or business-owner background and are leading successful and busy lives. Instructing a qualified independent financial planner will allow you, the client, to concentrate further on career, leisure or retirement activities. Click here to view our Financial Planning brochure and read what clients say about us.
As an Independent Financial Advisor we have the freedom to search and recommend the best financial products and investment managers available in the market place.
As Chartered Accountants we can also link your financial plan to your tax planning priorities and wider business interests.
You can be assured of complete transparency as we work on a fee basis. Our fees are agreed in advance and comprise an initial fee and the amount will depend on the scope of the work involved. In order to provide an ongoing service for the best financial management of your affairs we charge an annual fee. The cost of this fee is typically covered by ongoing fees we receive on your investments.
We are directly authorised and regulated by the Financial Services Authority to carry on investment business.