What we advise on at a glance


As independent financial planners, we advise on all aspects of building, protecting and managing your personal and business wealth. which broadly falls into the following areas:


You and your family

  • Protecting your and your family’s finances against the unexpected.
  • Investing and investment strategies.
  • Contributing to pensions efficiently.
  • Investing for income or growth.
  • Effective tax planning.
  • Financial issues and divorce.
  • Accessing your pension and income in retirement.
  • Reducing or potentially eliminating inheritance tax.
  • Paying for long-term care.


You and your business:

  • Directors’ pensions.
  • Extracting profits tax-efficiently.
  • Financial protection for shareholders and directors.
  • Financial protection for your business.
  • Tax-efficient exit planning.
  • Workplace pensions.
  • Employee benefits.


Working with specialist lawyers, accountants and other professional advisers, we also ensure that:

  • your personal and business financial planning arrangements are and remain compliant with current tax legislation
  • your Will reflects your wishes and takes into account financial planning arrangements you have in place
  • your Lasting Power of Attorney sets out how you are to be cared for and how your finances are to be organised should you be unable to look after yourself.