FINANCIAL PLANNING
What are you trying to achieve?
Strategy
A focused and reviewable plan to get you and keep you on track
Estate planning
How does your planning impact your children and beneficiaries?
Tax planning
Using wills, trust, allowances, gifting and investments to reduce your liability to tax
Mortgages and later life lending
Getting you on the ladder all the way to helping you release money to future generations
Financial Planning
What are you trying to achieve?
Strategy
A focused and reviewable plan to get you and keep you on track.
Estate planning
How does your planning impact your children and beneficiaries?
Tax planning
Using wills, trust, allowances, gifting and investments to reduce your liability to tax.
Mortgages and later life lending
Getting you on the ladder all the way to helping you release money to future generations.
Tax planning
Using wills, trust, allowances, gifting and investments to reduce your liability to tax.
Mortgages and later life lending
Getting you on the ladder all the way to helping you release money to future generations
What are you trying to achieve?
Estate planning
How does your planning impact your children and beneficiaries?
Tax planning
Using wills, trust, allowances, gifting and investments to reduce your liability to tax.
Mortgages and later life lending
Getting you on the ladder all the way to helping you release money to future generations
FINANCIAL PLANNING
What are you trying to achieve?
Strategy
A focused and reviewable plan to get you and keep you on track
Estate planning
How does your planning impact your children and beneficiaries?
Tax planning
Using wills, trust, allowances, gifting and investments to reduce your liability to tax
Mortgages and later life lending
Getting you on the ladder all the way to helping you release money to future generations
WHY
For us, it’s about the relationship; it’s about the people in your life; it’s about understanding what’s important to you both now and down the line. It’s about creating, protecting and distributing the wealth you need for the life you want.
Who We Are
We are a firm of financial consultants who specialise in advising and planning strategies for the accumulation, preservation and distribution of wealth for individuals, families and companies. We work with a variety of different partnerships with legal and accounting firms to ensure we are giving clients the best all-round advice and service we can. We also arrange mortgages for those in the early stages of financial planning, to help them both get on the ladder and continue on up it.
We also believe very firmly in giving our staff the right tools to perform to their best and encourage them to take professional qualifications to increase both their knowledge and further their careers. Equally important, we want them to have an enhancing great life/work balance. A tired and unmotivated individual never produces their best and so we encourage and support the team in their passions, be it charity work, sports or hobbies. We close the office at 3pm every Friday so that they can start the weekend in a good frame of mind.
How We Work
First of all we get to know you. We meet with you to see what you are trying to achieve. Not just to have one- off luxuries and holidays, but to find out how you feel about life. What drives you and what is important to you? What would make things look good and how important it is to achieve it? We will look at the planning you have in place and discuss what led to it and if it still working; and we will talk about your wills and legacy planning.
