Our Services

Retirement and Pension Planning
Investment for capital growth or income
Tax planning and mitigation
Protection against critical illness
Income Protection
Inheritance Tax Planning
Family Protection Life Assurance
Private Medical Insurance

As independent advisers, our clients benefit from our being able to offer advice on the broadest range of products and services. Whether it is for investment advice, retirement planning, inheritance tax planning or simply reducing costs, we have many years experience in finding the most suitable solution for our clients' needs.

We provide advice and help following a personal / business financial review, which can take place at a convenient time and place. Usually a review will start with a very broad discussion of your concerns and aspirations, before moving onto a thorough financial review.

Following your initial review, we will take time to consider your situation, needs and priorities before writing a detailed financial report. We will discuss this face to face in a follow up meeting in which we will fully explain our recommendations and agree affordable priorities to assist you in achieving your objectives.

Our charges can be structured in several ways. Some of our clients prefer a fee based approach, whilst others are more comfortable with a commission basis. Either way will result in us fully disclosing our fees in an open and transparent manner.

Taxation advice is not regulated by the Financial Services Authority.