SERVICES WE OFFER
Pension Planning & Retirement Options
Retirement planning is vital for all phases of life, whether it’s a final salary transfer or a standard personal or company scheme, we can help.
Pensions are never just a standalone product, we will help you with your cash flow needs into and through retirement.
This is a worrying aspect for many clients, so we make this a pain free process to understand, it’s hassle free and worry free and we will help you understand your whole financial situation, including your state pension provision and previous frozen pension schemes.
Investment Planning
Investment are not just about picking products. We discuss and consider your individual’s concerns and objectives before devising a bespoke investment strategy to help achieve your financial objectives.
Life Assurance & Protection Advice
Security against an unknown future is essential. Protection planning, which encompasses a wide range of products including life/critical illness cover and income protection, is often an overlooked area.
Call us today for quotes and advice on what type of cover would be suitable for your situation.
Final Salary Pension Transfer assistance
With contingent charging imminent, we are still one of the few companies providing the assistance to move your final salary; if this is in your best interests.
We provide this assistance with the help of a major institution that provides a safe pair of hands compliantly.
Many such firms will cease this type of business, whilst we are in this for the long haul.
Corporate Financial Planning
A business can benefit from financial planning advice just as much as an individual.
Indeed, for small and medium business owners, the business and personal aspirations are often intrinsically linked, so don’t delay, contact us today. We know many business owners never have the time to review their own personal finances, but they are important too for your financial long term wellbeing.
Estate Planning & Specialist Tax Advice
Estate planning is not just about making a Will.
We can advise on lifetime gifts, the use of trusts, or life assurance to fund the tax arising on an estate.
As your adviser, we always consider the full range of options.
COMPREHENSIVE LIST OF SERVICES
Our experienced team of Independent Financial Advisers can help with a comprehensive list of services including the following:
Discretionary Portfolio Management
We take the time to understand the specific circumstances of each client with the aim of constructing a portfolio to reflect personal requirements and objectives.
Bespoke Investment Advice
Tailored for our clients, the investment advice and process is fundamental to the service we provide, allowing for flexibility and expertise to ensure that individual client needs are met.
Pension & Retirement Planning
Whatever your situation we can work with you to create a retirement plan just for you.
Estate & Tax Planning
We can help with minimising your tax liability and maximising what you are able to pass on to your loved ones with peace of mind that your wishes will be carried out correctly.
Private Individual & Commercial Protection
Let us show you how financial products are sometimes at their most useful when they are protecting our families and/or assets.