Expertise
- Investment
- Inheritance Tax Planning
- Pensions on Divorce
- Pension Transfers
- Pensions
- investment planning
- family protection
Summary
We believe that the financial services profession must strive to regain the trust of all investors. We know that trust can be earned by listening carefully to what clients want, from a commitment to excellence in professional qualification, the sharing of information, and ensuring – through education – that clients fully understand the ‘How? and Why?’ of successful investment.
We believe in providing personal, face-to-face, truly independent financial advice to clients, and we are passionate about the quality of the advice we provide together with the ongoing service that we deliver. Successful financial planning is not merely the sale of an investment product, but the provision of a personal, bespoke, excellent, proactive, long-term advice service to our clients.
And we never forget that it’s your money that’s being invested and your ambitions you want to achieve – it is our purpose to enable you to do so successfully.
Investments
•Investment trusts
•ISAs
•OEICs
•Offshore investments
•Unit trusts
Protection
•Income protection insurance
•Life insurance
•Long term care
Pensions
•Annuity purchase
•Auto enrolment
•Pension consolidation
•Pension drawdown
•Pensions & divorce
•Pensions & retirement planning
•Pensions review
•Pensions transfer
•SIPPs
•Stakeholder
Savings
•Lump sum
•Regular savings
Tax & trust planning
•Capital gains tax
•Estate planning
•Taxation planning
Financial planning
•Wealth management
We believe in providing personal, face-to-face, truly independent financial advice to clients, and we are passionate about the quality of the advice we provide together with the ongoing service that we deliver. Successful financial planning is not merely the sale of an investment product, but the provision of a personal, bespoke, excellent, proactive, long-term advice service to our clients.
And we never forget that it’s your money that’s being invested and your ambitions you want to achieve – it is our purpose to enable you to do so successfully.
Area of Expertise
Investments
•Investment trusts
•ISAs
•OEICs
•Offshore investments
•Unit trusts
Protection
•Income protection insurance
•Life insurance
•Long term care
Pensions
•Annuity purchase
•Auto enrolment
•Pension consolidation
•Pension drawdown
•Pensions & divorce
•Pensions & retirement planning
•Pensions review
•Pensions transfer
•SIPPs
•Stakeholder
Savings
•Lump sum
•Regular savings
Tax & trust planning
•Capital gains tax
•Estate planning
•Taxation planning
Financial planning
•Wealth management