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.