What we do - Financial planning

Retirement advice

Preparing for and enjoying your retirement is often a key part of financial planning. When you achieve financial freedom and no longer need to work to live, what will you do? Retirement advice helps to prepare you and your finances for this point, giving you the confidence that your money is working for many happy years of financial freedom.

Tax Planning advice is not regulated by the Financial Conduct Authority.

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Estate preservation and planning

At some point, we all want to know that our family will be looked after long after we’ve gone. Estate planning gives you the peace of mind that your assets will remain with your loved ones long into the future, with all appropriate costs accounted for and your wealth preserved for those who matter most.

Inheritance Tax Planning and Will writing are not regulated by the Financial Conduct Authority.

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Investment advice and tax planning

Appropriate investment advice and tax planning is the engine of your financial plan. When we know where you want to get to, we can advise on the best investment products and wrappers to help you get there. We’ll also consider any tax liabilities and appropriate planning so that you can be sure your wealth is protected and working towards your future.

Tax Planning advice is not regulated by the Financial Conduct Authority.

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Savings and investments

Are you saving and investing enough money into the right products, to enable you to live how you want? Do you have a good balance between saving for the future and living for today? We’ll help to balance your needs for now and the future, providing expert advice on how to save and invest and, more importantly, how saving and investing creates the future that you want.

The value of units can fall as well as rise, and you may not get back all of your original investment.

It made a difference to us that you took care to look after our interests and were really helpful accommodating our wishes. We felt you took time to get to know us.

Thank you so much.

You do not spare yourself in all you do for us and we are ever grateful.

Huge thanks to you both for all your help with this remortgage. You found us a cracking deal in less than easy circumstances and pushed it through to completion. You were very helpful and patient with us at all times, clearly explaining our options.

Thank you both for a fantastic job done!

Kate is happy to answer any questions we have at any time. First class service every step of the way.

Mark has always provided a personal, friendly and thoroughly professional service.

Steve is always professional, easy to get on with and understand. I wouldn't go to another Financial Planner.

Robert is an outstanding adviser, who goes to great lengths to understand our financial needs and explains his proposed solutions in a very clear and thoughtful manner.

Thank you so much for looking after my affairs, It means more for me than I can say, It is great to have peace of mind knowing that you look after things. Thank you again and really grateful for all you do for me.