What We Do
Fully comprehensive financial guidance and advice

As chartered financial planners we offer guidance and advice on all aspects of financial planning

We firmly believe financial planning works best within a long-term relationship between adviser and client, but we understand there are times you may need a particular service without ongoing advice.

Below is a comprehensive list of the services we offer…

Financial Services
  • Financial planning
  • Personal pensions
  • Pension transfers
  • Self-invested personal pensions
  • Annuities
  • ISA, EIS*, SEIS* and VCTs*
  • Savings and investments
  • Fund management
  • Tax planning
  • Trusts and estate planning
  • Inheritance tax mitigation
  • Long term care
  • Will writing
  • Life assurance
  • Critical illness cover
  • Accident, sickness or unemployment
  • Income protection
  • Online investment service
Business Solutions
  • Workplace pensions
  • Auto enrolment
  • Group income protection
  • Director pensions
  • Key person insurance
  • Company wills
  • Business succession planning
Mortgages
  • Residential mortgages
  • First time buyer mortgage
  • Equity release**
  • Buy to let (UK)
  • Re-mortgage
  • Mortgage protection

Your home maybe repossessed if you do not keep up repayments on your mortgage. There may be a fee for mortgage advice, the precise amount of the fee will depend upon your circumstances but we estimate it will be £395.00

*These types of investments are only suited to a limited number of people. The availability of some investments does vary throughout the year.

**This is a lifetime mortgage. To understand the features and risks, ask for a personalised illustration.

The Financial Conduct Authority does not regulate taxation and trust advice, commercial mortgages, some aspects of buy to let mortgages, wills or will writing.

The value of an investment can fall as well as rise and you may get back less than you have invested.