Tailored to your individual needs

We work closely with a firm of independent financial advisors, so we can provide an end-to-end solution.

Understanding your goals is key to the financial planning process.

We formulate solutions tailored to your particular needs, giving you clear financial direction.

Individual services

Savings and investments

Worried about taxes, legislation, volatile markets, inflation and changes to your personal life?

We can help structure your wealth in a way that minimises the impact of these changes.

Pensions and retirement planning

Major changes to pension legislation over recent years means that there is now greater choice than ever before when it comes to your retirement options.

Whether you need to review your existing plan or start your retirement planning journey, we can help.

Protecting you and your family

Many people forget to protect what is most important in their lives – their family and themselves.

We can help create bespoke protection plans to ensure you have a safety net in place to cover all eventualities.

Inheritance tax and estate planning

Without careful planning, your family could find a large proportion of your estate being used to pay an inheritance tax (IHT) bill.

We can help produce a structured financial plan to reduce your IHT, whilst maintaining flexibility and control of your assets.

Business services

Employer benefits

Finding time to deal with financial planning can be difficult when running a business. Our financial advisory team can help support you.

This could include:

  • Protecting the shareholders/partners of your business in the event of death or critical illness

  • Protecting salary and dividends in the event of incapacity

  • Arranging tax efficient life cover for directors

Employee benefits

As an employer, your employees are your most important asset. Employee benefits can form an important and attractive part of an employment package.

This could include:

  • Group pension scheme

  • Protecting key staff (death/incapacity)

  • Private medical insurance

  • Employee benefits arrangements



We work closely with a firm of independent mortgage advisors to help you find a range of mortgage products to suit your individual requirements.

The whole of market is searched to give you impartial advice all with a professional yet personal touch.

We can help with the following:

  • First time buyers

  • Home moves

  • Remortgages

  • Review and rate switching

  • Self-employed and company directors


From buy-to-let portfolios to the acquisition of commercial property, we can help.

See our Funding page for more information.

All of your personal and business financial planning needs covered

Get in touch