A refreshingly personal and proactive approach to managing your wealth.

Managing your wealth for life goes further than just investment. We help you with tax, estate, protection and retirement planning.

Our Financial Planning team will listen to what is important to you then work together with you to plan the best solution. We use tech-driven research and cash flow modelling technology to help you visualise the future. With no bias to products or ties to investment managers you can be safe in the knowledge that you are in good hands.

The financial planning snapshot

  • Investment planning – create and implement the right strategy to secure your financial future. Whether your requirement is income or growth, we have the expertise to guide you appropriately in line with the desired level of risk.
  • Retirement planning – analyse and optimise current arrangements, maximising your pension fund and ensure you have the retirement that you want.
  • Protection planning
    • Mitigating Inheritance Tax – ensuring HMRC do not benefit from your estate when you die
    • Protecting yourself and your family – Life cover, Critical Illness cover, Income protection
    • Protect your business – Relevant Life Cover, Key Person Cover, Shareholder protection