What We Do

We make financial planning simple.

We provide clarity, structure and peace of mind. We start by understanding your priorities, we give you a clear understanding of your current financial position and we show you how to achieve your objectives.

When we work with new clients, we start by understanding what they would like to achieve and how we can help. We then gather full details about their financial position and objectives and work together to devise a strategy designed to meet their objectives. Once we have agreed the best way forward, we ensure that the clients understand all aspects of their new financial planning arrangements and implement any agreed recommendations.

In the course of providing our service to clients we advise on and deal with a wide range of financial products, such as:

  • Savings accounts including National Savings and Investments
  • ISAs: cash ISAs, stocks and shares ISAs, Junior ISAs and Lifetime ISAs
  • Investment Bonds, Enterprise Investment Schemes (EIS) and Venture Capital Trusts (VCTs)
  • Pensions including Personal Pensions, Self-Invested Personal Pensions and employers’ schemes.
  • Life insurance, Critical Illness and Income Protection

Most of our clients benefit from an ongoing relationship. Our ongoing service provides regular reviews of clients’ financial arrangements to ensure that our clients are kept informed of relevant developments with changes to their financial planning as appropriate. To this end we maintain regular contact with those clients in the normal course of advising on their ongoing financial planning.