OUR SERVICE STANDARDS CHARTER – WE WILL:
• Fully understand our clients’ financial circumstances
• Regular annual review meetings with our clients
• Identify our clients’ goals and objectives
• Bespoke advice for our clients’ needs
• Liaise with other professionals and experts as needed
• Formulate advice and make recommendations
• Help our clients’ maximise their personal & family annual tax allowances
• Keep our clients’ abreast of legislative & budget changes and their impact
Our Financial Advisory Services
We work with strategic partners in delivering highly personalised face-to-face holistic financial planning advice. Our advisory services for clients focus on financial planning based solutions relevant for every stage of life and beyond, covering areas such as:
COMPREHENSIVE “LIFESTAGE” RETIREMENT PLANNING
• Retirement forecasting and planning
• Advice on pension funding options
• Planning tax efficient income in retirement
• Pension for small business and owner managers
• Retirement portfolio consolidation
RISK MANAGEMENT (LIFE ASSURANCE)
• Life assurance review
• Private medical
• Income protection & critical illness cover
TAX EFFICIENT PLANNING
• Structuring individuals’ personal affairs in the most tax-efficient way
• Maximising all annual tax allowances
• Capital Gains Tax management
INTERGENERATIONAL WEALTH PLANNING
• Inheritance Tax, Trust & Estate Planning
• Education and succession planning for beneficiaries
• Investment & pension planning for children
• Later life planning
ADVICE FOR BUSINESSES
• Exist strategy planning
• Corporate Finance Advice & Consulting
• Advise to owners of SME Businesses
• Smart cash management for businesses
• Employee benefits schemes
The value of any investment will be directly linked to the performance of the funds or shares you are invested in. Therefore the value can go down as well as up. You may get back less than you invested.
From retirement planning to intergenerational financial planning, contact us today for reliable financial advice.
