Our services include: pension planning, investment and savings planning, protection of your family, business and income.
In the area of pension planning we set up new pension plans and look to improve the performance of existing pension plans where applicable. We find many clients are invested in unsuitable funds often with highly charging and old style plans. We often consolidate clients pension funds taking into account their attitude to risk and timescale to retirement.
We offer an introduction to other professionals in the area of Mortgages, Wills, Trusts and Inheritance Tax.
We also offer an introduction to local Accountants.
Contact us to arrange a no-obligation consultation about your wealth management and financial planning needs.