Our Services

Financial Planning

Unique solutions to help you achieve and maintain the life you want.

Retirement Planning

Look forward to retirement by ensuring you can have the lifestyle you dream of.

Investment Planning

Multi-Asset Class Portfolios based on decades of academic research.

Protecting Wealth

Protect your family's financial future from catastrophe and unnecessary taxes.

As a second generation family business, we understand the complex issues affecting families, business owners and entrepreneurs. Using our wealth of experience and expertise, we help our clients make smart decisions with their money, proving clarity, confidence and peace of mind. 

We provide full a Financial Planning Service and more specialised Services tailored to: Investments, Retirement Planning, and to reducing or mitigating your Inheritance Tax liability. For full details of our services, please contact us. For examples of our work, please see the Case Studies within the sections below.

Financial Planning

Financial Planning is a dynamic process demanding highly personal advice which asks and answers many important questions, such as:

  • What do I need to do to ensure that I never run out of money?
  • When can I afford to cut back on work to pursue what I really enjoy doing and focus on my family life?
  • What level of investment return do I need to achieve my objectives?
  • What do I need to do, to ensure my family are totally financially secure, should something unplanned happen?
  • What is my number? Or how much is enough?

Our Financial Planning Service is designed to enable you to make smart choices with your money and answer these questions. We will help to show how much you need to save or invest; how fast your investments need to grow; and what insurances you need, to live your desired lifestyle, whilst reducing the burden of managing money.

View Case Study

Retirement Planning

Retirement is a time to look forward to, and for many could add up to a quarter of their lifetime, therefore having the correct income provision during this time is paramount.

When you need to begin planning today; have just entered the retirement stage and need advice; or have pensions strewn all over the place and feel you have lost control - our experts can help to provide you with all the advice you need to plan for a comfortable retirement.

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Investment Planning

Do you require investment advice to further your long term security?
Wish to invest for the eventual benefit of your family? Or require income generating investments to top-up your pensions?

We advise individuals, families, trustees and business owners, using an investment approach which is based on academic research. We don't rely on forecasts or speculation and don’t believe your should pay over the odds for investment management. We want you to be able to sleep at night and not worry about your investments.

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Protecting Wealth

The imposition of Inheritance Tax (IHT) by successive governments continues to underline the governments' desire to redistribute wealth on death. Whilst once IHT was borne only by the extremely wealthy, now more and more people are finding that they may have an Inheritance
Tax Liability on death, Find out how your Inheritance tax liability can be reduced, using a number of strategies, so more of your legacy can be left for the people who are important to you.

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