As lifestyle financial planners, we show our clients how they can use their wealth to achieve their dreams. We do this by creating a detailed financial plan which is bespoke to every person and specifically designed to help them to achieve their dreams, goals and aspirations. For more information, take a look at what we do.

Within a financial plan, we may or may not include recommendations relating to the following services:

Pension planning

Effective pension planning is absolutely key to having the lifestyle you want in retirement. We’ll help make sure your pensions provide the income you need, with effective planning as you approach retirement and during retirement itself. In later life, we can look at ways to ensure that your loved ones will inherit your legacy.

Investment planning

As well as pensions, other investments can form a part of your income during retirement. We can make sure that your investments match your plans. We can also advise on specialist investing such as Venture Capital Trusts (VCTs) and Enterprise Investment Schemes (EIS) if we agree that they are suitable for you.

Estate planning

Most people want to make sure that their family pays the right amount of tax at the right time. We can advise you on tax-efficient approaches, including Inheritance Tax (IHT) planning so that you can pass on as much wealth as possible to your loved ones.

Insurance & protection

We can identify insurances that will protect your family’s income if someone becomes ill or dies. We can also source insurance to help cover Inheritance Tax bills. In addition, we help business owners ensure they have suitable protection, such as Key Person Insurance, so their businesses can continue to operate if a key person falls ill or dies.