Our Services

Specialist Financial Planning Services

Although we are “generalist” Chartered Financial Planners our Directors and senior staff each has specialist in depth knowledge of and experience of working with clients who have particular objectives or are at a particular stage of life.

Our range of services includes:

• Services for Relationship Breakdown
• Services for Clients in Later Life
• Services for Recipients of Compensation Awards
• Services for Trustees
• Equity Release & Mortgage Services
• Retirement Planning Service
• Services for Business Owners
• Employee Benefits Service
• Taxation Services
• Work Place Pensions – 2012 Changes
• Q4 Investment Update

Independent Financial Advice (IFA) Service

Unlike most firms of Chartered Financial Planners, where appropriate, we provide a traditional IFA service. Clients requiring this service can rest assured that our IFA team will act only in their best interests and will not put them under pressure to purchase financial products.

We also recognise that, in certain circumstances, clients may require only limited advice, for example putting in place a single financial product, and with no need for an ongoing professional relationship.

All of our financial consultants are professionally qualified to at least diploma level and our clients have access to a chartered financial planned upon request when required.