Our investment planning is designed to match your financial goals and objectives with your financial resources and how much risk you are willing to take on.

The first question clients ask - do i have enough money for the rest of my life? Many who come to us have had their heads in the sand for a long time and their finances are are confused. We see our role as educating our clients on how to look after their money and give them clarity to make good decisions.


Before you invest, it’s helpful to have a clear plan of what you want to get out of your investments, and the time period you want to invest for.

You may not need access to your money for several decades or you may have a shorter timeframe to achieve your goals. You maybe looking to invest your pension pot or maybe you have inherited wealth and need guidance.

Whatever your circumstances and requirements we can look at a range of investment funds from across the market to suit your needs. We will take into account the size of your wealth and tax position, whether you require an income from your investments or wish to achieve long term growth.

Pension Fund management 

Income provision in retirement can be uncertain, with state pension ages being extended and life expectancy increasing. 

We are aware that each client has different expectations as they go through the various stages to retirement and beyond.

We aim to tailor investment strategies approaching retirement to fit your individual needs and to continue this support throughout the process of retirement helping you make the right choice when selecting the type of retirement benefit.

If required we then continue to advise you throughout your retirement as your needs change.

Investment Fund Management 

Savings are an important part of your financial affairs, whether you’re saving for long term aims like retirement, repayment of your mortgage or for specific short term goals such as holidays.

We can advise you on the best way to maximise the potential growth of these savings and help you achieve your goals.

We take into account your attitude to risk and overall financial circumstances to provide a unique tailored approach to you.

Defined benefit pensions

If you have a final salary or career average pension and are confused, we can help you understand all the options available.

If you have a defined benefit pension and are confused about the benefits these schemes offer, we are appropriately qualified and have many years experience advising clients in this area. There are some extremely important things you should consider before you give up the valuable benefits on offer. 

We can undertake a full review of the benefits on offer and explain the many options available to you to provide the best solution for your circumstances.

Whether you wish to invest your pot to receive an income, mix your pension options or pay more in, we can advise on the most efficient way to do  this.

Important information – The value of investments can go down as well as up, so you may get back less than you invest. You will not normally be able to withdraw money from a pension until you reach age 55.

Get in touch

Drop us a message or give us a call and one of our team will happily help you.

01708 742777
Rosemount, 9 Hare Hall Lane
Gidea Park, Romford, RM2 6BD