We all have lifetime needs and wants.
Our aim is to find the way to match your aspirations and goals with financial resources (both present and future).
From buying a home to supporting your children through education, to a worry-free retirement to finally leaving a legacy to be proud of
We are proud to be:
As a business, we are completely independent and privately owned
With over 30 years' experience (having been established in 1984), our team of advisers and administrators have overseen the finances of thousands of clients. They possess the breadth and depth of knowledge and understanding needed to ensure a client receives the most suitable service.
Most of our staff have a further qualification in a specialist area, which means collectively there is no aspect of financial planning that we cannot address. Many share similar life circumstances to our clients, enabling the team to really understand and empathise with the issues they face.
Our bespoke financial plans aim to ensure confidence and peace of mind. They incorporate the latest professional knowledge, whilst staying cost-effective, through our principle of taking a lifetime view.
In 1960, the average time between retirement and death for men was approximately four years (retired at 66, deceased by 70). Today, that interval has widened to approximately 16 years. Because of this 300% increase, many workers will be required to support themselves with their accumulated financial assets long after they retire. Would you be ready? Read More
During their life, most people wind up buying a little insurance here, a few shares there, often from different companies, and funding some sort of retirement plan to be safe. Would a structured approach to this be better? Read More
Long term care:
We are now living longer. Since 1840, there has been an increase in life expectancy of 2-3 years added for every decade. There is no sign that this trend is levelling off.* This means independent living in your last years is unlikely. What’s your plan for your last years of life? Read More
Historically, people in the UK have placed great importance on the ownership of property. The average person probably moves at least 6 times in their lifetime, using both rented and purchased accomodation. What would be the best way to finance this? Read More
Your aim: practical long-term financial security Our solution: