Services

We specialise in providing a full independent financial planning service to individuals and trusts with a view to maximising investment returns in the most tax efficient manner.

We define a full financial planning service as providing advice across the spectrum of financial planning including pensions, protection, savings and investments (onshore and offshore), estate planning including lifetime cashflow planning and tax planning.

The extent of risk to capital (if any) and returns is discussed and agreed initially.

Our main areas of advice relate to:

• Investment of capital.
• Ongoing monitoring and advice of existing portfolios.
• Pre and post retirement planning.
• Inheritance tax planning.
• Pensions.
• Trusts (ensuring adherence to the Trustee Investment Act 2000).

Initial advice is clearly very important, but we believe the correct level of ongoing monitoring and advice is equally crucial.

We discuss with clients their requirements and can provide regular portfolio valuations, review meetings and ad hoc communications to ensure the overall financial plan remains up to date.

As we are a completely independent business, all of our clients can be sure of impartial, unbiased and unrestricted advice from extremely well qualified consultants. Access is available to an individually qualified Chartered financial planner within the firm.