Financial Advice

Investments

The essence of successful and responsible investment management lies in finding the right balance of risk and return. We can help you make the right choice from all the available investment methods and products, ensuring maximum tax efficiency.
We carry out regular reviews of our client’s investment portfolios thus ensuring performance is monitored which allows the prompt adjustments to be made that are fundamental to good investment management.

Pensions Advice and Retirement Planning

Our service covers both Personal and Stakeholder schemes, as well as specialist planning such as self-invested schemes (SIPPs), income drawdown and phased retirement. We are recommended by many  accountancy firms to review their clients pension schemes that have not been reviewed for some time. We pride ourselves not only upon our advice, but by our ongoing commitment to our clients to review and amend their schemes when appropriate, to maximise returns and offer an income in retirement to match their expectations.

Tax and Estate Planning

Tax and estate planning form a fundamental part of our approach to strategic financial planning. By ensuring that you are aware of the opportunities available at the appropriate time, much can be done to reduce this financial burden on your family without prejudicing your own financial security. Where appropriate, we are able to call on the expertise of trust and tax specialists and will also be happy to liase with your solicitor/accountant in order to provide complementary advice.