Wealth
Management

Our Services

Financial & Retirement Planning

Inheritance Tax Planning

Investments

Financial Protection

Financial & Retirement Planning

Decisions you make now about your financial future are amongst the most important you’ll ever make. Remember that financial and retirement planning is about more than buying savings, investment and pension products. It means thinking about protecting your family, your home – maybe your business – and how to make the most of your tax breaks so that your estate is passed on in the most efficient way and according to your wishes.

However, we’re tending to live longer. Therefore you are likely to need more money than you think to maintain a comfortable lifestyle, now and in the future.

That’s why you need the high quality, focused advice and innovative financial planning strategies that we can deliver.

Inheritance Tax Planning

It’s a complicated subject, but one with which we are adept.

We can assess your likely liability to Inheritance Tax and suggest careful pre-planning measures that could be put in place to mitigate the effects on your estate so that your dependents gain the maximum benefit.

The FCA does not regulate tax advice.

Investments

Investment is all about finding an acceptable balance of risk and return that sits comfortably with your financial aims and objectives.

The investment experience we can offer you is the result of decades of experience, industry research and client consultation to develop a process that delivers choice and fulfilment – viable, robust, flexible solutions that reflect your circumstances and life choices.

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Financial Protection

We’ll help make sure you and / or your dependents have continuity of income in the event of illness – or worse! In other words, money when you and / or your family need it most.

The most common protection products are Life Cover, Critical Illness Cover and Income Protection Insurance.

Your Service Options

Lite

A ‘light touch’ service if your requirements are not complex, you do not need frequent contact with your Adviser and you are content with an Annual Review.

Standard

A ‘light touch’ service if your requirements are not complex, you do not need frequent contact with your Adviser and you are content with an Annual Review.

Active

The solution for you if you need ongoing financial advice over the long term.

Bespoke

A tailored solution built entirely to reflect your personal requirements, needs, lifestyle and aspirations.

Our Advice Process

Understand

As always, it starts with you. We’ll begin by understanding your aspirations and objectives and your attitude to risk.

Present Options

We’ll recommend and help you choose from our selected range of investment solutions an option that reflects your requirements.

Implement

We’ll follow our tried and tested investment process – a process that ensures choice, suitability and consistency of outcome.

Monitor & Review

A tailored solution built entirely to reflect your personal requirements, needs, lifestyle and aspirations.

View Your Options

We offer three management options which in our experience appeal to the majority of clients.

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Our Advice Process

This is where the journey begins towards your lifetime financial plan.

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Have Questions?

Call us today and find out more from our friendly support team

01452 623623

Let's Talk About You

We like to keep things simple for our clients. Just leave your name and phone number and we will call you back.

Investments can fall as well as rise, irrespective of the level of risk chosen and the value of an investment and any income generated from it cannot be guaranteed and can fall as well as rise as a result of market volatility. You may not get back the amount originally invested. Please also note that tax treatment depends on individual circumstances and may be subject to change in the future.