Financial planning for your future


Independent wealth management
services for private investors and
corporate clients throughout the UK

Our services include:
  • Pensions

  • Investments & saving

  • Inheritance tax planning

How we work

Consulation

  • An initial meeting with one of our qualified financial advisers
  • An opportunity to ask questions and understand what we do
  • Opportunity for us to establish what your financial needs are
  • Discuss our service propositions and costs involved

Review and Recommendation

  • Review of existing finances and personal circumstances
  • Explore attitude towards investment risk
  • Analysis and design of your investment strategy
  • Presentation of your recommendation

Implementation of your investment

  • Handling of all fund and policy administration on your behalf
  • Regular updates to keep you informed of progress
  • Ensure all documents are issued in line with your expectations
  • Confirmation of all actions taken on your behalf in writing

On-going services

  • Structured reviews
  • Assessment of on-going circumstances and consequent recommendations of any changes needed.
  • Regular updates and information regarding your investments
  • Choice of differing levels of support