Being entrusted with a client’s financial planning, management of investable assets and ultimately, their future happiness is both a responsibility and privilege.
Every client is different; there is no ‘one size fits all’ option when it comes to financial planning. We provide interactive and comprehensive planning which provides our clients with the essential road map from which they can confidently plan and achieve their unique financial challenges.
We constantly seek new and innovative ways to deliver our advice, many of which embrace new technologies, so that clients can better understand their own situation and the advice we provide. Hard copy reports may still have a place, but increasingly our clients prefer and choose more visual and engaging ways to receive advice.
I want to thank you for your time, input and advice over the years over my pension and retirement. I enjoyed working with you and would not hesitate to recommend you and your services.
Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios. Cryptocurrencies such as bitcoin emerged only in the past decade. Unlike traditional money, no paper notes or metal coins are involved. No central bank issues the currency, and […]Read more →
Focusing on what you can control can lead to a better investment experience. Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some of the questions below. Trying to answer these questions may be intimidating, but know that you’re not alone. We […]Read more →
In our experience, planning and funding for the payment of Long Term Care sits high on peoples lists of concerns and priorities. We had the recent furore regarding the so called Dementia Tax, alongside the ongoing confusion about assessment and eligibility for the State’s (NHS) Continuing Health Care funding. Finally, we are often asked about […]Read more →
What is The Lifetime Allowance? Since its peak of £1.8m in the 2011/12 tax year and three subsequent reductions since then to its current £1m level, the Pension Lifetime Allowance (The Lifetime Allowance (LTA) is a limit on the amount of pension benefit that can be drawn from pension schemes – whether lump sums or […]Read more →