Areas of advice

Investment Planning:

Implementing and managing investment and pension portfolios for individuals and trustees, under our Financial Planning Service and Wealth Management Service.

Retirement Planning:

Retirement Planning is about ensuring you have enough income to live the lifestyle that you would like to lead in retirement.  Whether it seems a long way off or you are already enjoying your retirement, we can help you take control of your future.  This means identifying how much you should be looking to save, through to how best to provide an income from the pension fund you have built up over the years.

If you already have existing pension contracts, we can review these to see if they meet your retirement aims. Contact us to see how you could benefit from the Pension Review Service.

Protection

As well as looking at potential ways to increase your wealth, it is important to secure your financial future.  Together we will establish your needs for products such as life assurance to cover a financial debt such as a mortgage, through to critical illness and income protection cover.

We are also able to advise on life assurance to protect a financial interest in a company, this includes shareholder/partnership protection and Keyman cover.

Estate Planning

Conducting a review of any Inheritance Tax (IHT) that might become payable in your circumstances and advising on and implementing a strategy for mitigating any IHT to the extent appropriate and required.*

*IHT reviews and mitigation strategies are not specifically regulated by the Financial Services Authority (FSA), however, the mitigation strategies may involve the recommendation of or purchase of products which are regulated by the FSA.