Our Services
Pensions
You’ll need money after retirement to support yourself and maintain a respectable standard of living. The majority of people receive a state pension, but it’s a good idea to supplement this if you can with your own pension in order to ensure that you’ll have enough money to last you through retirement.
Savings and Investments
Savings mean the money you put away and do not spend. It’s something which you do overtime. For example, by putting away a certain amount each month regularly into a savings pot or account when you get paid. Everyone should save, even if only for a rainy day.
Wealth Management
Wealth management refers to a comprehensive financial advisory service that addresses the specific needs of individuals with substantial financial resources. It helps clients grow, protect, and transfer their wealth efficiently. It involves a holistic approach to managing an individual’s financial affairs.
Financial Planning
Financial planning involves advising you on how to structure your wealth in order to help protect it, grow it, and ultimately pass it on to your family and loved ones. Financial Planner will look at your current circumstances including any business interests and your future financial needs
Inheritance Tax
Inheritance Tax (IHT) is a tax on the estate of someone who has died, including all property, possessions and money. Inheritance tax planning is a vital aspect of securing your family’s financial future. Remember, the rules around Inheritance Tax can be complex, so it’s a good idea to seek professional advice
Protection
We can all encounter circumstances that could destroy lives and families; protection is a crucial component of financial planning that can assist you in being ready for unanticipated events. We evaluate each client individually to identify the best protection options for you.
