Financial Planning

Our advisers will help you make the most suitable choices from all financial planning products and services. We can assist with following services:

Investment Planning

Creating the right investment strategy plays a vital role to secure your financial future. We offer comprehensive investment solutions, risk rated portfolios that enables you to spread your investment across different assets in various countries such as:

  • ISA
  • Junior ISA
  • Unit Trusts
  • Growth and Income Portfolios

Retirement Planning

Planning for your retirement has never been more important. With state pensions age is going up as people are living longer and there is a high uncertainty over what Government will provide in retirement, we offer a full retirement planning services including:

  • Assessment of your income needs in retirement
  • Advice on when and how to take lump sum payments from your pension
  • Advice on new pension, either to consolidate your existing or start contributing into new one
  • Equity release to provide capital in retirement

Estate Planning

When you are no longer around to look after your loved ones, you want to make sure that they are financially secure. Lifetime gifts, trusts and business property are all ways in which we can help to reduce your inheritance tax liabilities. Our experts provide advice on estate planning to ensure that your assets are protected and passed down in accordance with your wishes.

We can help you with the following services:

  • Inheritance tax planning
  • Wills
  • Family Trust
  • Will Trusts
  • Probate