Financial planning and advice

Our services

We’ll help you prepare for the future and meet your goals with a solid financial plan that’s tailored to you.

Ideas Happen Here

Imagine a more secure financial future. Let’s bring our ideas together and make it a reality.

Book a call back

Build your financial future with expert advice

Trying to make the most of your money is no easy task on your own.

Finding the time to research your options, understand the detail and put a plan together can be time consuming and complicated.

Our financial planners have the time to consider your circumstances and the knowledge to recommend what’s best for you.

After all, they have probably seen similar situations before, so you can rest assured your financial future is in good hands.

“The help, advice and support is first class. it is always reassuring to have someone you can trust and rely on to help.”

RBC Brewin Dolphin Client

Trustpilot

How our financial advice can help you

Pensions and retirement planning

We all have ambitions for our lives after work. We can help you achieve them with a resilient plan to make the most of your hard-earned savings.

Read more

Inheritance and estate planning

We can help you pass on money to those you love and the causes you cherish with careful analysis of your long-term needs.

Read more

Financial protection

Whether it’s your family, other loved ones, or your business interests, we can help you take care of the people and things that matter most.

Read more

Investing

We all want our money to work hard for us. Our investment management team have the expertise and the time to dedicate to helping you make the most of it.

Read more

Why a financial plan matters

By developing a plan, you will be focusing on what really matters to you and how to manage your financial situation to achieve your goals.

Whatever your current focus, a plan provides a framework and a view of the long term. Working with one of our experts, you can make progress towards your goals, model your future finances and understand the impact of your financial choices.

If you are looking to take stock of your finances, protect what you have right now, and also understand what you can do to achieve your future ambitions, then speaking to one of our advisers could be extremely beneficial.

Top image for carousel

  • Step 1

    Getting to know you

    We spend time with you to understand what you want to achieve and agree the objectives you would like us to help you with.

  • Step 2

    Examining your options

    Then it’s over to us to analyse your situation before providing you a detailed recommendation.

  • Step 3

    Agreeing the plan

    We’ll discuss our recommendation and ensure you understand the plan and are comfortable with the approach.

  • Step 4

    Putting the plan into practice

    We then implement what we have agreed, taking the administration burden away from you.

  • Step 5

    Reviewing the plan every year

    We will discuss your plan with you annually, to ensure it remains aligned to your goals and objectives.

Common questions on financial advice

Most people could do with some level of advice.

If you are making decisions about your future finances, such as how much to save for retirement, when to retire, or how to manage your income levels in retirement, a qualified financial planner could help.

Having a no-obligation initial conversation can help you find out how financial advice might benefit you.

Financial advice gives you the opportunity to focus on your future ambitions and put in place a plan to achieve them. With an expert guiding you, you can rest easier knowing your future is in safe hands.

A personalised financial plan has many benefits:

  1. A plan designed with you solely in mind is a powerful tool to manage your own financial future.
  2. A plan gives you instructions on what you need to do to achieve your financial future such as how much to save into an ISA or a pension.
  3. A plan helps you to manage unexpected situations should they arise.
  4. A plan gives you peace of mind that you can meet your goals. Giving you the confidence to enjoy today rather than worry about the future.

Our initial conversation is free.

It’s an opportunity for us to get to know each other and understand how we might be able to help you.

Afterwards, you are under no obligation to work with us and we will not contact you further unless you ask us to.

If you do choose to work with us, our fees are based on how much you invest with us. More details can be found here.

Top image for carousel

A guide to tax-efficient investing

Find out how to invest more tax efficiently and reach your goals in our comprehensive guide.

Download guide

Receive our financial planning insights

Not ready to speak to us yet? Subscribe to our newsletter to keep up-to-date with our latest investment and financial planning thinking.

Subscribe

The value of investments and any income from them can fall and you may get back less than you invested.