Who we work with

We 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.

Have a look at these client stories to see how we can help.