What we do

Being a vastly experienced, progressive financial management company we know how best to make your money work for you. Drawing on our significant knowledge and expertise we provide informed advice on all the following areas:

  • Savings and Investments

Do you know where your money is invested?

Are you dissatisfied with traditional methods of saving?

Do you know if you are taking too much or too little risk with your savings?

 

  • Pension/Retirement Planning

Do you know if you can retire early?

Do you understand the options available to you?

Do you understand the complexities/features of your current plans?

 

  • Mortgages

Are your mortgage terms right for you?

Do you understand the different types of mortgages available?

Are you thinking of buying a house and need advice on the best mortgage deal to suit you, together with expert guidance through the whole process?

 

  • Estate Planning

Do you know if you are affected by inheritance tax?

Do you have the right authorities in place to enable your family or the people you know and trust to act in your best interests?

 

  • Protection

Do you have the right cover in place for you and your family?

If you or your partner were unable to work are your household expenditure needs covered?

 

  • Corporate/Business Planning

Do you have business protection plans to help you overcome significant bumps in the road?

Have you considered exit strategies and succession management?

Have you considered how pensions can aid both your business and personal plans?