Who We Work With
Business Owners / Entrepreneurs
Owning a business takes time and dedication, as well as a great deal of responsibility. But with careful planning, you can achieve full control over your income, lifestyle, and wealth.
We understand that your business is one of your most important assets. We can create your financial plan around your business, whether you are just getting started, looking to grow, or thinking about retirement. We can help business owners set goals for the future, build up a tax-efficient retirement pot, and advise on financial protection to address potential risks.
With the help of a financial planner, you can optimise your business to create your desired lifestyle.
Who We Work With
Successful
Professionals
When you have worked hard to build a successful career, a good financial plan can allow you to make the most of the rewards.
We can work with you to achieve your goals, save on tax, and ensure that your loved ones are protected. We can advise on the most efficient way of funding your retirement (as well as any other goals you may have), bearing in mind the potential tax penalties that higher earners can face.
By working with a financial planner, you can gain clarity over the future, as well as expert advice. This can free up time and energy in your busy schedule to focus on what you do best.
Who We Work With
Approaching
Retirement
Retirement is an exciting time, but it can raise a number of questions. Do you have enough money for the lifestyle you envisage? Should you choose a fixed income or keep some flexibility? Are your pensions in the right place and working as hard as they should be?
We can help you determine if you are on course to achieve your desired lifestyle in retirement, and make recommendations to bring you closer to your goals. We will also review your existing pensions and advise on the most effective way to take your income.
Most importantly, we will arrange to meet with you regularly to ensure that your plans remain on track even as your circumstances change.
Who We Work With
Everyone
is Unique
Whatever your age or profession, our team can assist with a range of specific financial planning needs to help you meet your goals. Here are some of the areas where we can offer assistance:
- Pension, Protection and Investment Reviews
- Company Planning and Employee Benefits
- Mortgages and Equity Release
- General Financial Planning
- Tax Planning
See our services for more details.
I would like to thank you very much for your 5 star service as usual. Thank you very much for your letter, explaining everything so clearly. I will continue taking your advice going forward. Once again Jeremy thank you for your support and advice.
DG
Our process
Seeking financial advice can seem daunting, that is why we have a proven process that makes sure we get to truly know you and your needs.
We work together as a team to make sure we create a carefully crafted financial plan that represents what is important to you and gives you strategies to achieve your life goals.
Step 1
Getting to know you
Where do you want to go with your financial journey? Maybe you want to retire early or be mortgage-free as soon as possible. Our team can help you discover what is possible.
Step 2
Bringing ideas together
Our team can help you explore the many areas that might be relevant for pulling a coherent plan together such as pensions, investments, mortgages and protection.
Step 3
Building your financial plan
With the different ideas and possibilities now explored, we can start crafting the strategy to help you move efficiently towards your financial goals.
Step 4
Keeping you on course
Once your plan is set in motion, our regular reviews help to monitor and to keep it on track – accounting for new situations in your life (or in the wider market).
Ensuring your finances are on trackwherever you are on life’s journey
A key part of financial planning is ensuring that all aspects of your wealth and finances work together. Our knowledge and expertise can help you weave these distinct areas into a cohesive strategy, with the constituent parts each contributing towards your goals…
Starting out
Everybody’s financial journey begins a little differently, but we are able to help steer you in the right direction. Whether it involves saving for a deposit, purchasing your first home or simply becoming more financially educated, we can help you plot your best course from your position.
Protecting your family
Life has a habit of throwing curveballs our way. We help make sure all of our clients are properly protected so that financial hardship is not one of them. Part of this process may involve building life insurance, critical illness cover, income protection or private medical insurance into your overall plan – at an ideal cost and efficiency.
Building your wealth
We help our clients create their own financial plans that concentrate on the life goals they want to achieve. To help achieve these ambitions we make sure you are saving enough, have invested where appropriate and are not paying unnecessary tax.
Retirement planning
We specialise in helping to give our clients the confidence that their desired lifestyle is within reach. Whether you would like to stop work completely, sell your business or begin a new career altogether, we can help analyse your position and help you plan for the future.
Estate planning
We work hard to provide our families with a greater chance of success in their lives. We can help make sure your wealth is distributed to your family in a manner that fits your needs, giving you financial security whilst safely reducing any tax burden.
Care fees planning
As we are living longer lives, there comes an increased chance of requiring a level of care when we get older. Care can be expensive, however with a proper plan in place we can give you and your family the peace of mind that you have all angles covered.
