What is financial planning?
We could give you a long answer which is dull and technical, or a short answer which is meaningless. Perhaps an analogy does the job better.
What a personal trainer does for your physical health, or a therapist does for your mental health, a financial planner does for your financial health.
Maybe you woke up this morning with something money-related on your mind, be it good or bad, a problem or an opportunity. Whatever the precise reason, we are here to help.
We listen, simplify, and build a solution.
Many in our industry over-complicate solutions. As Chartered Financial Planners our key skill is to simplify, not create complexity.
What do you need help with?
Retirement planning
How much do I need to retire?
What are my retirement options?
Are my SIPP funds good enough?
Divorce
How do I manage my financial assets after divorce?
Do I need a financial plan on divorce?
How should I plan financially for later life?
Family and business protection
How do I protect my family when I die?
How is the mortgage paid when I die?
How will my business survive my death?
Inheritance tax
How can I reduce my inheritance tax bill?
What scope do I have to make gifts?
Can my pension pot be inherited tax-free?
Book a free 30 minute consultation
Let us focus on your biggest priority – at our expense
Important information
Our website offers information about financial planning and saving, but not personal advice. If you’re not sure which investments are right for you, please request advice, for example from our Chartered Financial Advisers. If you decide to invest, read our important investment notes first and remember that investments can go up and down in value, so you could get back less than you put in.
