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

Expert Solutions

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

Forward Thinking

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.

MORTGAGES

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

Plan ahead

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.

About

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.

GET IN TOUCH

Have a particular challenge you’re trying to deal with? Contact us today and see what we can do for you.

TEL. 020 8720 7249 or 07908 109 741