What do we do and why do we do it?

We’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.

To do that, we offer a wide range of services, including:

Personal and business protection

  • Life cover
  • Critical illness cover
  • Income protection cover
  • Business cover

Wealth management

  • Savings
  • Investments
  • Tax planning
  • Retirement planning

Wealth preservation

  • Estate planning
  • Succession planning trusts
  • Key business person

Financial planning

  • Buying property
  • Remortgaging
  • Funding education
  • Funding long-term care

Advice that's just for you

We offer comprehensive financial planning with unparalleled service. We do that by:

  • personalising the advice we give you
  • explaining complex issues in plain English
  • giving you high-quality local support
  • providing ongoing flexible help, tailored to suit your needs.

Our investment philosophy

It is our philosophy that you should be supported throughout your savings and investment journey, in order to give you the best opportunity to achieve your goals and objectives.

When it comes to putting in place an action plan that is right for you, we can help you to identify:

  • how much to save and for how long
  • how much trade-off to take between investment returns and investment risk
  • investment solutions that you are comfortable with
  • the most tax-efficient vehicles for your savings.

Of course, your circumstances change, the stock markets go up and down, and tax regulation doesn’t stand still. We will help you review all of this regularly, saving you time and helping you identify the right action for you at each stage of your journey. If a strong plan is in place, it might not be necessary to make frequent changes, but nevertheless you will have peace of mind in knowing that an expert is on hand to support you when you need it most.

Picking the right investment solutions can be one of the most complicated things for you to do. Rest assured we will support you throughout this process, ensuring that you only save and invest in a way that you understand and are comfortable with. Everyone is different, but for many, a strong approach can be to use solutions that are well diversified and match your risk tolerance, spreading your investments across different types of asset classes such as equities, bonds and alternative asset classes.

The value of investments can fall as well as rise. You might get back less than you invested.

Alternative investments invest in assets that are high risk and can be difficult to sell. The value of the investment and the income from it can fall as well as rise and investors may not get back what they originally invested, even taking into account the tax benefits.

Take the next step

We all want a plan in place for our financial future. Let us take care of that for you.

How we do things

Our expert advice will help you achieve the goals that secure your financial future. We can really make a difference.

Our core investment solutions

We’ll find you the best investment solutions that suit your needs.

Costs and charges

Our expert financial advice will pay dividends by giving you the best possible chance of achieving your financial goals.