Putting our clients at the forefront of what we do
Our services
Wealth Management
A pro-active financial planning service including an annual review and changes to your investments and pensions.
Transactional Service
A lighter touch service allowing the customer to get in touch as and when they require specific advice.
Contact us for more information on our services and to book your initial non-obligation consultation
How do you like your coffee?
Not only do we provide excellent financial solutions to our clients, but great coffee too! From our in-house coffee station ‘The Bean Counter’ (Complimentary and exclusively to our clients!)
Working with your Financial Adviser
Our Financial Advisers work with a wide range of people from all walks of life. Some may be planning for retirement in the future, some may be at the point of being about to retire, while others may already be in retirement. They all share one thing in common and that is the hope that their finances will enable them to live the desired lifestyle they have always worked towards.
Many people come to us as they are concerned that their investments or savings are not doing as well as they could be. Often they have accumulated different investments here and there over the years but do not have a clear picture of what they are worth.
We also work with business owners on the key issues that can make all the difference to the success or failure of their business. Some may be wondering if they can afford to work fewer hours as they approach retirement or about how to put an exit strategy in place. Some may find it hard to obtain a mortgage because their income doesn’t follow a conventional pattern.
A particular niche group we also work with are professional sports people, for whom we provide a valuable administrative support and planning service.
A pension is a long-term investment not normally accessible until 55 (57 from April 2028). Your capital is at risk. The value of your investment (and any income from them) can go down as well as up and you may not get back the full amount you invested.
The Financial Conduct Authority does not regulate Tax and Estate Planning