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
Communication
- 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.