Clients usually come to us with an immediate issue, often feeling overwhelmed with the decisions they need to make. You may have multiple pension pots you would like to consolidate, you’re worried about your investment fund, you may need to protect your family from death, or you may have a tax problem.
As well as advising on these specific areas or funds, we can also help you develop a wider strategy to manage your finances that will bring clarity and peace of mind to your life.
We will give you the advice and choices you need to make better decisions on how you manage and plan your life and take away any worries you may have.
No two clients are the same. Our planners will take the time to understand your unique circumstances – your passions, anxieties and what drives you – and create a plan so your finances are structured in the best way to achieve what you want. This plan will be adapted as different situations arise and your life changes.
We’ll use the latest cash flow modelling software to show how your assets, investments, debts, income and expenditure could affect your retirement and your ability to achieve your financial goals. It allows us to forecast your current and future financial situation, and help to answer some of the most important financial dilemmas you will face.
Our role is to bring control to your finances so you can have fun and enjoy your wealth, without the worry of what could happen.
We distinguish between giving financial advice and effecting investment transactions. Having received financial advice from us, clients are under no obligation to effect any transactions.
We receive our remuneration either by commission from the protection product providers or fees agreed with our clients before any transaction takes place, or a mixture of both. We will of course keep you informed as to the charges involved.