People usually come to us when they are at a crossroads.
They're probably looking to make a change in their life or are concerned about the future.
We spend the majority of our time working with two groups of people.
First, those nearing retirement. We will help you understand what you want from the next stage of your life, get to know your goals, and then create a financial plan to help you achieve them.
Second, people who have recently lost a loved one, particularly widows. We will empathetically assist you in organising your affairs and, when the time comes, putting a plan in place to secure your financial future.
We work best with people who:
- Understand the importance of financial planning and are eager to participate in the process.
- Both partners in a marriage or partnership are equally committed to the financial planning process.
- Have accumulated savings, investments and pension assets of £750k or more.
- Want to delegate their financial planning and investment management to an expert, so they can spend time on things that matter most to them.
You can learn more about how we can assist you, below.
If you've never worked with a financial planner before, we'll guide you through the process.
If you have previously worked with a financial planner but believe it is time for a change, we can assist you in making that transition.