We are Independent Financial Advisers (IFA) and Chartered Financial Planners providing personalised advice to individuals and companies. We believe in building client relationships for the long-term, guiding you through the stages of wealth accumulation and protection with a plan, helping you meet your financial objectives and bringing you closer to reaching your main life ambitions.
How we work with you
We have a clear process to understand your goals and develop appropriate recommendations, based on…
It all starts with a
Discovery Meeting
to identify your goals, values, ambitions, concerns and attitude to risk
Strategy
We then develop a proposed Wealth Management and Investment Strategy for you
Recommendation Meeting
We present our strategy to you face to face and guide you through the options
Implementation
Upon agreement, we then begin the implementation process of your plans & set up the necessary accounts
Follow up
We will contact you check that all is well with your paperwork and see if any changes need to be made to meet your needs
Review
Regular face to face review meetings are held with you to monitor and review the performance of your plans
Home Buying
The rules on mortgages are always changing and the requirements seem to go from straightforward to complex in the blink of an eye.
Protecting Your Family
How do we best cater for a death or an illness and stop our beloved home or hard worked for savings and pensions being taken away from you?
Retirement Planning
We all have some dreams and aspirations and often see these as coming to the fore when we retire.
Saving and Investing
Our approach is to ensure you are able to combine short term easy access needs with a longer term so that your investments are able to meet a number of needs.
Later Life Planning
We are fully qualified and experienced in this specialist area, ensuring that we can help you or your family meet this challenging area.
Wealth Management
It is not just for the ultra-wealthy, it is also for those who are starting to receive or generate increasing wealth and do not want to lose it.