Close

Who we help

"I want to plan my retirement"

Do you ever lie awake at night worrying about when you’ll be able to stop working? And if you can, will you be able to have a decent lifestyle? What will it cost? How will it work? We can put your mind at ease. We’ll find out what your dreams for retirement are and work from there. We’ll track down all your existing policies, see what they’re worth, and build your investment portfolio around them, making sure you take full advantage of available tax incentives. We’ll also help you ensure your loved ones will be looked after when you die. 

"I want to make the most of my money"

Making the most of your hard-earned money needs careful thought, especially in the current climate. If you’ve received an inheritance, a bonus or a lump sum, you’ll want to make it work overtime for you. We’re independent, which means we can recommend investment products from across the market. We’ll look at your age and risk tolerance, but we’ll also find out what matters to you and what you want the money for. Then we’ll show you how you can invest it in the most tax-efficient way.

(The value of your investments can go down as well as up, so you could get back less that you invested.)

"I want to protect my family"

No one wants to dwell on the idea of death or illness, but if you avoid thinking about it, you can do a huge disservice to the people you love. Having financial protection in place can ensure your loved ones will always be looked after. We can advise you on the best and most cost-efficient way to safeguard your family against the loss of income if you have an accident or become seriously ill. We can also arrange life assurance, which provides a pay-out if you die.

"I want my business to be secure"

Whether you’re starting, developing or selling your business, you’ll have a hundred and one things to think about. Let us take care of your finances so you’re free to get on with the rest. We can create a tailored benefits package that suits your business, is cost-effective and has the added benefit of encouraging staff loyalty. This might include a workplace pension and/or protection to cover your key people if they become ill. If you’re thinking of selling your business, we can help with your exit plan and connect you with lawyers and accountants. 

The questions we help you answer

  • How can I bring my all my pensions together?
  • How can I look after my family?
  • Where should I take the money from that I need?
  • Can I afford a new car or take more holidays?
  • How can I put money aside for my children?
  • Do I need more cover?
  • How much do I need to sell my company for?
  • How can I make the most of my money?
  • Am I saving enough?
  • How much do I need?
  • How much do I actually have?
  • When can I retire?

“The best way to predict the future is to create it.”

Abraham Lincoln