Our Services

We operate as Independent Financial Advisers and are therefore able to access the whole market before selecting products, providers or services that help to meet your financial planning goals.

We provide a Financial Planning service which is a professional service for clients who need objective assistance in organising their personal or corporate financial affairs to more readily achieve their goals.

The financial planning process includes six steps :-
We can assist in all those areas involved in comprehensive financial planning such as :-
  • Collecting and assessing all relevant personal and financial information
  • Identifying your financial objectives and risk profiles
  • Processing and analysing information
  • Producing a financial plan to meet your objectives by make the most effective use of your resources
  • Implementing the financial plan
  • Reviewing and modifying the plan as agreed at outset to take account of changed circumstances
  • Pre and post Retirement Planning
  • Investment Planning
  • Estate Planning
  • Investments for Trusts
  • Tax Planning
  • Cash Management
  • Immediate & Long Term Care planning
  • Education Funding
  • Employee Benefits
  • Business Planning

To find out what you should know about Financial Planning click on the links to obtain a brochure (pdf) from the Institute of Financial Planning and the FSA Guide to Financial Advice (pdf) brochure from the Regulator.