Investment is not just about picking a product. We discuss and consider an individual’s concerns and objectives before devising a bespoke investment strategy to help achieve personal financial goals.
Pension Planning &
Retirement planning is vital for all phases of life. We can advise with pension planning from setting up a pension plan, to managing ongoing pension investments, all the way through to and in to retirement.
Life Assurance &
Security against an unknown future is essential. Protection planning, which encompasses a wide range of products including life/critical illness cover and income protection, is often an overlooked area.
Personal & Commercial
Buying property is likely to be one of the largest financial transactions most people will undertake. Selecting the most suitable mortgage to finance a property purchase can be crucial to one’s financial future.
Estate Planning &
Specialist Tax Advice
Estate planning is not just about making a Will. We can advise on lifetime gifts, the use of trusts, or life assurance to fund the tax arising on an estate. As an IFA we always consider the full range of options.
A business can benefit from financial planning advice just as much as an individual. Indeed for small and medium business owners the business and personal aspirations are often intrinsically linked.