Why Choose Us
Independent, highly experienced, expert, professional and friendly advice. We specialise in providing first class service to build, preserve and enjoy your wealth. Retirement planning is at the forefront of our services. But most importantly our relationship is with you, not your money. We help you to be financially independent and secure and ensure that you are prepared for any eventuality life brings.
ALWAYS AT YOUR SERVICE
We look after you . Take a look below at our services and do get in touch to start the conversation.
PENSIONS AND RETIREMENT PLANNING
OUR SPECIALITY, YOUR PENSION IS OUR PASSION
A Specialist Approach
Whether you are starting out, have several pension pots in need of consolidation or employer looking to set up a new scheme, we are here to help. Maybe you are in the midst of a divorce and looking for advice on your options. Or you are about to retire and want to know how to unlock the most benefit in a most tax efficient way. We can advise on all your retirement planning needs and will offer only the most suitable and appropriate solution for you.
SAVINGS & INVESTMENTS
We all have our own reasons for wanting to save and invest. If you are looking for specialist advice on range of investment options best suited to your needs such as generating income, school fee planning, funding your lifestyle or supplement your retirement income whilst maintaining tax efficiency we are here to help. Whether you are a seasoned investor or just looking for guidance please get in touch.
INHERITANCE TAX PLANNING & TRUSTS
Inheritance Tax is perhaps the most contentious of all taxes and may place an unnecessary burden on your estate and loved ones. We will work with you to identify any potential liability and construct a plan to minimize it and help to preserve the wealth you have worked so hard for.
A good deal better
We are experts at finding the best mortgage suited to your needs, whether you are a first time buyer, looking for a better deal on a remortgage or expanding your portfolio of properties we will ensure you get the best deal with a minimum hassle.
INSURANCE & PROTECTION
For the IFs in Life
We cater to all your needs and requirements to ensure that you and your family are protected for any eventuality. From Life Assurance, Income Protection, Family Income Benefit, Critical Illness, Mortgage protection or medical insurance we have you covered. As whole of market advisers you will be sure to get the best cover for the least amount of money.
WILLS & ESTATE PLANNING
Peace of Mind
No one likes to think of their own mortality however with the right planning you can ensure that everything you worked so hard for will only be left to those you truly wish to and in a way you want to. However it is not only about your assets, if you have young children it is imperative to have guardianship put in place to ensure that only the people you choose and trust will look after them.
BUSINESS ADVICE & PROTECTION
The Path to Success
However big or small your business, you know that the most crucial assets are you and your people. Protecting your business in the event of a death or physical or mental incapacitation of key personell and partners in your business is vital in ensuring that whatever happens 'it is, financially at least, 'business as usual'. Contact us today to find out how we can be of service.
LASTING POWER OF ATTORNEY FOR YOU AND YOUR BUSINESS
LPAs allow you to choose people you trust to manage your financial and health and welfare decisions should you lose mental or physical capacity. Accident, diagnosis of incapacitating disease or life event prevenitng you from managing your affairs. We specialise in preparing LPAs for individuals and business owners and take time to explain, discuss and draft the documents specific to your unique situation. With us, the process is smooth and straightforward and we take care of all the administration.
From tackling personal decisions to reaching important milestones, our mission is to guide you on the path to success. We are driven by our commitment to excellence and go the extra mile to make sure our clients are delighted with us.
As Independent Financial Advisers we believe in creating partnerships with a purpose and always striving for significant outcomes. Contact us today for a free initial consultation, and find out more about how we can tailor our services to your needs.