Individual Planning
Financial protection
Having the right protection in place is a lifeline if you’re faced with a serious illness or death. You never know what’s around the corner, so ensure that your finances are protected, and your family is looked after. There are various forms of protection, and we will advise on what’s best for you.
Retirement planning
Making the right decisions about your pension and retirement can be overwhelming if you do it by yourself, as there’s a lot to consider. We offer tailored advice to help you feel confident about your retirement and exactly how much you’ll need to retire comfortably.
The value of pensions and investments and the income they produce can go down as well as up and you may not get back the full amount that you originally invested.
Savings and investments
When you make the decision to save and invest your money, you're making a smart move towards achieving future goals. You can do this alone, but a financial adviser can help you achieve more and get better results by understanding your needs, circumstances, attitude to financial risk and capacity for financial loss.
The value of pensions and investments and the income they produce can go down as well as up and you may not get back the full amount that you originally invested.
Tax planning and mitigation
Nobody wants to pay more tax than they need to. Financial advice from our knowledgeable team will help to legitimately reduce tax liabilities, protect your assets and preserve your wealth for future generations.
The Financial Conduct Authority does not regulate Taxation Advice and Estate Planning.
Wills, trusts and Lasting Power of Attorney
Talking about death is never pleasant. However, it pays off to have a secure plan in place about what will happen when you’re no longer here. We’ll discuss your options with compassion and care and can also advise on matters regarding your family. You won’t have to do it alone.
The Financial Conduct Authority does not regulate Wills, Trusts and Lasting Power of Attorney.