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.

Protection Planning

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.

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Retirement Planning

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.

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Investment Planning

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.

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Equity Release

There are many ways of creating income or raising cash lump sums in retirement. Whether your goal is to help your children, fund your lifestyle or pay for long-term care, we'll create a strategy that looks to optimise your assets to raise funds.

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Estate Planning

In planning your estate, we take the greatest care to understand your wishes for the legacy you have built. We'll help you manage your options to help your beneficiaries receive what you intend for them, in a tax efficient manner.

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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.

Our Process
Mortgage Advice

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.

Our Process
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.

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Inter-generational Planning

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.

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Contact Us

Get in touch today

Call us, email, drop in, or fill in the form so that one of our expert advisers can be in touch.

We look forward to hearing from you and being your financial partner.

The Estate Yard
East Shalford Lane