We embrace the ideals of service, quality and efficiency with over 25 years of collective experience. We offer fee based and commission based advice, as well as a retainer based Client Care Programme.
Face-to-face meetings can be held in your home, in our offices or at a venue to suit you. The first meeting is always at our cost and if you wish to proceed to the next stage our charging structure will be made plain to you prior to moving ahead.
Our areas of specialisms include:
• Pre-Retirement and Post Retirement Planning – (Pensions, investments, savings and property)
• Investment Planning – have your objectives changed since you invested? Do they reflect your attitude to investment risk? Are they allocated correctly to give you the correct balance of investments?
• Care Fees Planning – Providing you or your loved ones peace of mind care costs are provided for
• Inheritance Tax and Trust Planning – making sure that money goes to the right person, in the right amount at the right time with the minimum of taxation. Do you want to make a donation to a government you may not support?
• Family Protection – Can you maintain your standard of living if you or a family member dies or is seriously ill?
Whatever your needs, we look forward to meeting you.