Financial advice and Wealth Management

Our Approach

Our aim is to bring you the most comprehensive source of financial advice and information in the UK, matched by excellent standards of service and expertise.

We adopt a partnership approach to working with our clients. Our objective is to tailor our recommendations to suit individual clients’ requirements and provide solutions to all financial planning challenges.

Our advisers are fully qualified to Personal Finance Society Diploma level and hold the Statement of Professional Standing certificate.

Our advice will not be product driven but rather, we will consider an overall strategy for your financial needs, taking into account your short term and long term objectives.

Dedicated Website

For further information please click here to visit our dedicated website.

Our Services

Our team of advisers provide full financial advice covering the following areas:

• Pension fund planning both pre and post retirement e.g. SIPPs, Drawdown and Annuity strategies

• Group Pensions - Stakeholder, Personal,and Occupational schemes

• Investment strategy, portfolio construction and management

• Tax shelter planning

• Education funding

• Term Insurance and Whole of Life cover, including Corporate Keyperson covers and Death in Service

• Income Protection and Critical Illness for individuals, companies and their employees.

• Private Medical and Long Term Care provision

• Mortgage advice, including Lifetime Mortgages, and Buy to Let schemes

• Inheritance Tax mitigation and advice on trusts

• Providing a liaison with accountants, solicitors, stockbrokers and other advisers.