Queen Elizabeth II 1926 - 2022

We are happy to discuss which of our services would be appropriate for you, given your particular circumstances. Our services include, but are not limited to, those listed below.

Financial planning

  • Identify and prioritise your objectives
  • Statement of current financial circumstances
  • Discussion to agree proposals
  • Administration of your financial affairs
  • Liaising with your other professional service providers
  • Review meetings

Investment planning

  • Individual risk profile
  • Asset allocation strategy
  • Cash management: deposits and National Savings
  • ISAs
  • 24/7 online valuations from our recommended investment platform

Pension planning review service

  • Tax-efficient contributions: personal and company
  • Retirement benefits: drawdown and annuity review

Protection planning review

  • Life, critical illness and income protection

Responsible Investment Service (RIS)

  • Key focus on sustainability
  • Assisting clients to align their portfolios with their core values
  • Identify and prioritise your objectives
  • Individual risk profile
  • 24/7 online valuations from our recommended investment platform

Trustees and charity accounts

  • Mapping investment goals and weighing risks
  • Asset allocation
  • Selecting investments
  • Tax-efficiency
  • Monitoring and reporting investment discussions and decisions

Tax planning

  • Independent taxation and children's allowances
  • Capital gains tax allowances
  • Consultation with an accountant
  • Tax return service

Inheritance tax and estate planning review

  • Inheritance tax calculation
  • Gifting and mitigation strategies
  • Wills and trusts


  • Dedicated adviser and support
  • Email, telephone service
  • Out-of-hours service
  • Regular newsletter
  • Website with news and links

For more information on our services, please contact us.

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