OUR SERVICES

Investment advice AND Wealth management

We have extensive investment knowledge and experience, which enables us to create investment solutions to help you meet your goals and objectives. We can advise on a full range of investments including individual shares and offshore investments. When appropriate we can build bespoke portfolios to match your circumstances which can include passive, active, smart beta and advanced investment techniques to help you.

Retirement planning and pension advice

We can support you with all of your retirement planning needs, including advice on most types of pensions and funding strategies. We can help you maximise the use of any available allowances. We are also able to help with specialist schemes such as Self-Invested Personal Pensions (SIPP) and Small Self-Administered Schemes (SSAS) where these are most suitable for your needs. All our advisers have specialist pensions qualifications.

retirement income options and tax planning

With the constantly changing retirement landscape, we can help you make the right decisions based on your circumstances. Whatever your situation, we can help advise on the most suitable solutions.  We offer full advice on all options available from across the marketplace including comprehensive planning taking into account your taxation position both now and in the future.  Lump sum? Phased retirement? Annuity? Flexi-access drawdown? Death benefits? Secure income? Guarantees? We enjoy answering queries on all these topics.

Estate planning and family wealth transfer

No one knows what the future holds, so it is important to make sure the right amount of your money is in the right hands and at the right time. We can advise on the protection of assets to help ensure future generations prosper. We can assist with the setting up of trusts and advise on the best investment strategies for the assets held within them. We can also advise on different structures and tax planning strategies to optimise assets for your family and future generations. We also have experience in helping clients who have Power of Attorney for others.

Inheritance tax planning

With extensive knowledge and expertise in this area, we are well placed to advise on strategies and solutions and to work in conjunction with other professionals to help formulate a plan for you and your family. We work closely with accountants or solicitors where appropriate to ensure the best outcomes.

We advise on the use of trusts, gifts, allowances, protection plans, business property relief and associated investments to help you plan for the future.