Whatever your situation or stage in life, having control over your finances is vitally important, for your present and your future. Our expert advisers will assess your opportunities, profile your risks, and help you to potentially maximise your investments. Your priorities and your personal goals will guide our recommendations, to keep you in control of your lifestyle and your legacy.
Planning for the unexpected can be a challenge. We work closely with you to take care of yourself and those you love the most, should something happen to you.
This includes income protection should you be unable to work due to illness or disability, as well as payments to family if you pass away and lump sum payments on diagnosis of serious illness.
Let us help you to plan effectively for this vitally important stage in your life. We'll establish the income you need to fulfil your retirement lifestyle, and how we can help you to achieve your goals.
If you're concerned about any shortfalls and how to plug them, then we'll work together to find practical solutions for you.
Understanding the core purpose of your investment portfolio is our key focus when planning your finances. We work towards an investment timescale that suits your needs and circumstances, helping to make your money accessible when you need it.
We consider your feelings towards fluctuations in the value of your investments and are on hand for any questions or concerns you may have about markets and the financial environment. If you would like your portfolio to have a sustainable and responsible investment ethos we can also take this into account when planning a portfolio.
Defined Benefit Pension Advice
A Defined Benefit Pension can often form a large portion of your retirement fund and assets. Whether to retain or transfer a Defined Benefit Pension can be one of the most important financial decisions you ever make.
Our team of experienced advisers can help guide you through this process.
Taking out a mortgage is often one of the biggest financial commitments you’ll ever make. It’s important to make sure you have an expert alongside you to listen to your needs, provide advice and offer support.
Our team are here to help, navigating the mortgage market and looking for the right mortgage for you.
Long Term Care
When a relative or friend requires more support than the family can provide, it is often a very daunting position to be in. There are a whole host of questions that arise, not least of which is how to fund any potential care requirements? And how long will the money last?
We work with you and guide you through what can be an incredibly stressful time. Helping you achieve peace of mind, knowing that the finances are in place to help support the care you have organised for your loved one.Case Study
Whilst estate planning can be an effective way of looking after your beneficiaries after you have passed away, many clients want to see their family benefit from their wealth whilst they are still alive.
There are a number of effective ways we can help your family so you get to see the benefit of your generosity during your lifetime.Case Study