Our services

Our clients include companies, business owners, entrepreneurs, senior executives and individuals with significant levels of income and/or net worth.

We provide a range of services that extend beyond traditional investment advice to full financial planning provision. As part of that service, we offer products from the whole market and adopt an independently-minded approach, including the following:

  • Investments for growth and income,
  • Saving strategies,
  • Mortgage planning,
  • Critical illness or disability protection,
  • Family protection on death,
  • Provision for retirement,
  • Maintaining your standard of living through retirement,
  • Business protection

We are here to help you to take control of your financial future both personally and in your business. We have an experienced and approachable team, whose way of working is one of open dialogue as we always want our clients to feel involved in the process.

Our comprehensive financial planning review service is open to clients with medium size investment/pension portfolios, typically with funds of between £50,000-£500,000. We offer a range of options on how we are paid for our services. To ensure transparency, regulatory compliance and for your own protection, we will need you to sign your consent to our fee structures and agreement to the advice we will be providing. You will always know our fees before you make a decision – we don’t hide our costs and the transparent charging structure means you can be sure we are working efficiently for your benefit.

So if you’re looking for a firm that will take time to understand you and then deliver solutions customised to your individual needs, do get in touch to find out more.