For individuals
An approach that
starts with you
Wherever you are in life – just starting out accumulating wealth, or coming to the end of your professional career and looking forward to retirement – you’ll want the peace of mind that comes with knowing your money supports your ambitions.
Our exceptional team of independent financial advisers and Chartered financial planners work with those who have assets of at least £150,000 to provide financial confidence and a plan for the future.
Our services for individuals
Plan for retirement
The earlier you start your retirement planning, the more potential your pension pot has to grow. We’ll spend time getting to know what’s important to you, and then building a strategy around your goals. Our comprehensive approach takes in cashflow modelling, pension advice, investing, tax planning, Inheritance Tax planning, later-life planning, and intergenerational wealth management to ensure we leave no stone unturned.
Invest for growth
We’ll assist you with decisions about the most appropriate investment choices for you. While nothing in life is a certainty – including the markets – a well-structured, diversified investment portfolio, aligned to your long-term plans and risk profile, offers an opportunity for growth. And with our ongoing support, we can ensure your strategy evolves as your life does and keeps you on track to meet your goals.
Protection
Our purpose is to provide you with a worry-free financial future. While no one likes to think that something bad could happen to them, if disaster were to strike, you need to consider how your family would manage without your income. We’ll identify the potential risks you face and recommend solutions to help safeguard a secure financial future for yourself and your loved ones.
Passing on wealth tax-efficiently
An estate plan is more than just a will. It also protects your legacy against unnecessary tax burdens and can help ensure more of your wealth goes to those you choose. If you’d like to support loved ones with financial gifts during your lifetime, we’ll provide advice and recommendations to help you make clear, informed decisions.
The value of investments may fall as well as rise. You may not get back the full amount that you originally invested. Past performance is not a guide to future performance.
Please be aware that the FCA does not regulate taxation advice, including inheritance tax, where there is no recommendation of a regulated product. Nor do they regulate lifetime cash flow modelling where there is no recommendation of a regulated product.
