Let’s start
with you
Can we
help?
You may be like many of our clients, needing to plan your retirement, already a retired couple, a widow or a divorcee.
We are known for creating clarity, confidence and developing enduring trust. We want to create a world where money is a source of confidence and life choices, not a world of anxiety and stress. For some of our clients, especially our widows and divorcees, we have become their trusted decision partner, treating them as we would want our own mothers to be treated.
What
we do
We help and guide you on all aspects of your financial life, from investing and protecting your wealth, to managing and budgeting. This is proper financial planning.
One thing financial planning is not is boring, and that might surprise you. (It doesn’t have to be complicated either: we love making the complex simple).
Of course it's about money, investing and managing risk, but it’s much more than that. It's about how it interlinks with your life. We want to create a world where money is a source of life choices, not a world of anxiety and stress, or a heavy responsibility. Your financial plan, to you and to us, will be interesting, perhaps even exciting. It will change as life changes for you, and our long-term relationship with you will mean we monitor and adjust your course, making sure you stay on track, making smarter, informed choices.
We are known for creating clarity, building confidence and developing enduring trust, and becoming a trusted decision partner in our clients lives.
How we think
We use a four stage process with new clients to ensure they fully understand what they have, how it's working for them and where their path is leading them. Although the steps below are to demonstrate how we work with clients, it would be true to say that every client's journey is different and that is always to be celebrated.
Financial planning
for individuals:
- Lifestyle financial planning
- Investment planning
- Pension and retirement planning
- Financial planning for widows and divorcees
- Inheritance tax planning
- Tax and trust planning
- Life assurance and protection
- Long-term care planning
- Wills and power of attorney
Financial planning
for business owners:
- Death in-service
- Group income protection
- Group critical illness
- Corporate pension schemes – including Auto Enrolment
- Business consultancy
Our investment philosophy
We use a 4 stage process to ensure we understand what you have, how it is working for you and where it takes you
Step 1
Foundation
- Getting to know you
- Getting to know us
- Understanding what’s important to you
Step 2
Focus
- What do you have?
- Investments
- Property
- Deposits
- Inheritances
- Pensions
- Businesses
Step 3
Future
- How far will it all take you?
- Are you building wealth or running out of money?
- Identifying risks
Step 4
Financial reviews and monitoring
- What’s changed?
- What needs to change?
- How to protect your wealth
See more
A Widow's Guide
Expert in her field. Find out about the book Anita has written and how you can get a free copy.
Let’s start
with you
Can we
help?
You may be like many of our clients, needing to plan your retirement, already a retired couple, a widow or a divorcee.
We are known for creating clarity, confidence and developing enduring trust. We want to create a world where money is a source of confidence and life choices, not a world of anxiety and stress. For some of our clients, especially our widows and divorcees, we have become their trusted decision partner, treating them as we would want our own mothers to be treated.
What
we do
We help and guide you on all aspects of your financial life, from investing and protecting your wealth, to managing and budgeting. This is proper financial planning.
One thing financial planning is not is boring, and that might surprise you. (It doesn’t have to be complicated either: we love making the complex simple).
Of course it's about money, investing and managing risk, but it’s much more than that. It's about how it interlinks with your life. We want to create a world where money is a source of life choices, not a world of anxiety and stress, or a heavy responsibility. Your financial plan, to you and to us, will be interesting, perhaps even exciting. It will change as life changes for you, and our long-term relationship with you will mean we monitor and adjust your course, making sure you stay on track, making smarter, informed choices.
We are known for creating clarity, building confidence and developing enduring trust, and becoming a trusted decision partner in our clients lives.
How we think
We use a four stage process with new clients to ensure they fully understand what they have, how it's working for them and where their path is leading them. Although the steps below are to demonstrate how we work with clients, it would be true to say that every client's journey is different and that is always to be celebrated.
Financial planning
for individuals:
- Lifestyle financial planning
- Investment planning
- Pension and retirement planning
- Financial planning for widows and divorcees
- Inheritance tax planning
- Tax and trust planning
- Life assurance and protection
- Long-term care planning
- Wills and power of attorney
Financial planning
for business owners:
- Death in-service
- Group income protection
- Group critical illness
- Corporate pension schemes – including Auto Enrolment
- Business consultancy
Our investment philosophy
We use a 4 stage process to ensure we understand what you have, how it is working for you and where it takes you
Step 1
Foundation
- Getting to know you
- Getting to know us
- Understanding what’s important to you
Step 2
Focus
- What do you have?
- Investments
- Property
- Deposits
- Inheritances
- Pensions
- Businesses
Step 3
Future
- How far will it all take you?
- Are you building wealth or running out of money?
- Identifying risks
Step 4
Financial reviews and monitoring
- What’s changed?
- What needs to change?
- How to protect your wealth
See more
A Widow's Guide
Expert in her field. Find out about the book Anita has written and how you can get a free copy.
Let’s start
with you
Are your
investments doing
as well as they should be?
Are you worried about risk?
Do you have
enough to do the things you want
in life?
How much you
can spend without
running out of money?
Do you have a plan
to pass on your
wealth tax
efficiently?
Can we
help?
You may be like many of our clients, needing to plan your retirement, already a retired couple, a widow or a divorcee.
We are known for creating clarity, confidence and developing enduring trust. We want to create a world where money is a source of confidence and life choices, not a world of anxiety and stress. For some of our clients, especially our widows and divorcees, we have become their trusted decision partner, treating them as we would want our own mothers to be treated.
What
we do
We help and guide you on all aspects of your financial life, from investing and protecting your wealth, to managing and budgeting. This is proper financial planning.
One thing financial planning is not is boring, and that might surprise you. (It doesn’t have to be complicated either: we love making the complex simple).
Of course it's about money, investing and managing risk, but it’s much more than that. It's about how it interlinks with your life. We want to create a world where money is a source of life choices, not a world of anxiety and stress, or a heavy responsibility. Your financial plan, to you and to us, will be interesting, perhaps even exciting. It will change as life changes for you, and our long-term relationship with you will mean we monitor and adjust your course, making sure you stay on track, making smarter, informed choices.
We are known for creating clarity, building confidence and developing enduring trust, and becoming a trusted decision partner in our clients lives.
How we think
We use a four stage process with new clients to ensure they fully understand what they have, how it's working for them and where their path is leading them. Although the steps below are to demonstrate how we work with clients, it would be true to say that every client's journey is different and that is always to be celebrated.
Financial planning
for individuals:
- Lifestyle financial planning
- Investment planning
- Pension and retirement planning
- Financial planning for widows and divorcees
- Inheritance tax planning
- Tax and trust planning
- Life assurance and protection
- Long-term care planning
- Wills and power of attorney
Financial planning
for business owners:
- Death in-service
- Group income protection
- Group critical illness
- Corporate pension schemes – including Auto Enrolment
- Business consultancy
Our investment philosophy
We use a 4 stage process to ensure we understand what you have, how it is working for you and where it takes you
Step 1
Foundation
- Getting to know you
- Getting to know us
- Understanding what’s important to you
Step 2
Focus
- What do you have?
- Investments
- Property
- Deposits
- Inheritances
- Pensions
- Businesses
Step 3
Future
- How far will it all take you?
- Are you building wealth or running out of money?
- Identifying risks
Step 4
Financial reviews and monitoring
- What’s changed?
- What needs to change?
- How to protect your wealth
See more
A Widow's Guide
Expert in her field. Find out about the book Anita has written and how you can get a free copy.