Individual planning
Here to support you with quality financial advice you can trust. Our help encompasses a wide range of areas.
Care fee planning
Figuring out how you’re going to pay for long-term care can be challenging, especially if you’re unsure about what is and isn’t available to you. Our team has experience in helping people fund care in later life, whether for you or a loved one.
Financial protection
Having the right protection in place is a lifeline if you’re faced with a serious illness or death. You never know what’s around the corner, so it’s important to protect your finances and your family. There are various forms of protection, and we will advise on what’s best for you.
Retirement planning
Making the right decisions about your pension and retirement can be overwhelming if you do it by yourself, as there’s a lot to consider. We offer tailored advice to help you feel confident about your retirement and how much you may need to retire comfortably.
The value of pensions and the income they produce can go down as well as up and you may not get back the full amount that you originally invested.
Savings and investments
When you make the decision to save and invest your money, you’re making a smart move toward achieving future goals. You can do this alone, but with a financial planner, you can try and achieve more and get a better result by making your money work harder.
The value of investments and the income they produce can go down as well as up and you may not get back the full amount that you originally invested.
School fees planning
Understandably, you want what’s best for your child and you consider private education to be an investment in their future. We’ll discuss with you the tax-efficient strategies and best ways to start saving for your child’s education and any additional costs that may arise.
Tax planning and mitigation
Nobody wants to pay more tax than they need to. Financial advice from our knowledgeable team will help to legitimately reduce tax liabilities, protect your assets and preserve your wealth for future generations.
The Financial Conduct Authority does not regulate Taxation Advice and Inheritance Tax planning.
Wills, trusts and Lasting Power of Attorney
Talking about death is never pleasant. However, it pays off to have a secure plan in place about what will happen when you’re no longer here. We’ll discuss your options with compassion and care and can also advise on matters regarding your family. You won’t have to do it alone.
The Financial Conduct Authority does not regulate estate planning, wills, trusts and Lasting Power of Attorney.