We advise clients on all aspects of their financial well being. Our areas of specialisation include:
• Savings and Investments
• Investment Management
• Pensions and Retirement Planning
• Pension Reviews and support on Divorce
• Inheritance Tax *
• Tax Planning service *
• Services for Trustees *
• Financial planning for businesses and Directors
• Life, Health and Income Protection Cover
We recognise that we can often serve you best by working alongside your legal, accounting and other professional advisers. If you need more specialist legal or taxation advice, we can also arrange this for you through our trusted relationships.
If you’d like to discuss any aspect of our service, so that you fully understand what’s offered and how it will benefit you, please don’t hesitate to ask.
We look forward to working with you.
* The Financial Services Authority does not regulate taxation and trust advice.