We have been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII).
We are a private firm of Chartered Financial Advisers, qualified to provide professional advice spanning a number of areas including pensions, protection, estate planning, investments and tax efficient ways of saving. Our clients include large companies, Trustees and private individuals.
Our advisers are experienced and professional, and specialise in wealth management. Our pensions and investment expertise is second to none as many of the advice relationships we maintain are extremely demanding.
Most clients have come to the firm through personal recommendations or introductions which is testament to the professional approach we take. As is the strength and length of some of the advice relationships our advisers have maintained, spanning almost four decades.
We help our clients with their financial decisions, and create bespoke planning strategies for them, taking all the relevant factors into consideration.
Once a strategy is in place we will offer a regular review on an ongoing basis, to ensure all plans remain suitable.
We will ensure any plans are sufficiently flexible so we can adapt them as our clients’ circumstances change.
Whether you are a Trustee of a family trust, corporate pension plan or an individual seeking help and advice, there is a good chance we can help.
We manage the financial affairs for families and individuals, as well as the employee benefits for global firms. Whether you need advice on the right ISA or a review of your firms international healthcare we can help.
Our clients would say we solve problems, provide timely proactive advice and do what we say we will do when we say we’ll do it. We would say we take the time to understand our clients needs, identify their objectives and work within the timescales and budgets we are given.
Our areas of expertise are pensions, investments and financial planning.
We appreciate that everyone’s situation is different. Whatever your stage in life, and whatever your financial goals, we can help you plan for the future, to ensure your money is working for you.
Our team’s vast experience enables them to help individual clients in various stages of life, whatever their concerns, goals and future aspirations might be.
We prefer to build long standing relationships with our clients, and undertake expert lifelong planning for them, giving them peace of mind.
We are well used to working with pension scheme Trustees and corporates on scheme design, investment strategies and de-risking for defined benefit arrangements. Whether it’s coping with auto-enrolment or implementing the new pension freedoms advice is important and we can help.