Our Services

Retirement Planning

Life is full of financial decisions and planning your retirement is one of the biggest you’ll ever face. With expert help you could look forward to a comfortable retirement, backed by the freedom to achieve all your personal goals. But making poor financial choices can leave you scaling back your retirement dream and struggling to make ends meet, just when you should be living your life to the full.

Expert financial advice can give you precious peace of mind, helping you to look forward to retirement with confidence. That’s where we come in. We’re here to take the financial strain with our friendly, professional service, identifying the option that works best for you.

Investments

When it comes to how to invest your money, it can be difficult to know what option is best. The most important thing when it comes to your investment is YOU. The first step in choosing your investment is understanding your needs and what is important to you as an individual. We are committed to building an investment solution around you, your goals, and your values… perhaps you have a preference in investing in companies that make a positive contribution to our society and environment?

This means understanding your attitude towards risk, what you want to achieve from your investment and what areas you are comfortable investing in.

As professional financial advisers we can help you make informed decisions about your financial future- short, medium and long term. Careful planning aims to help turn your plans into reality and the sooner you start your financial planning the greater your chance of realising your goals.

You work hard for your money, so your money should work hard for you

Other Areas of expertise

These are just some of the additional areas that we can help you with.

Inheritance tax planning

Our inheritance tax planning service is designed to keep your hard earned money in the family and avoid your loved ones having to pay a hefty tax on any inheritance you leave them. Through careful planning that’s tailored to your individual needs, you can mitigate inheritance tax, or avoid it altogether, by arranging investments into trust, using life policies, changing your will, as well as through other different methods.

Taxation planning

There are numerous ways that you can make the most of the tax allowances available and keep your money away from the tax man. With our expertise, we can review your situation and plans, and then put together an effective plan to help you make the most of the opportunities available.

Corporate financial planning

Businesses require specialist financial advice such as making sure you’re protected in case you lose a key person, help getting a group pension scheme set up, or even group protection cover for your staff. We can provide the financial advice you need to make sure you have the right products for your business.

Equity Release

We can give you advice to assess if equity release is right for you and, if you decide to go ahead, arrange the appropriate plan for you giving you one less thing to worry about going forward.