What we do
What your financial planner does for you will be determined by your personal circumstances, the challenges you face, and most importantly, your ambitions for the future. Ultimately, we want your finances to support your ambitions.
Our work with you might cover cashflow forecasting, building and managing an investment portfolio, creating a savings plan, reducing your tax bill, writing a will, getting the right wealth protection and life insurance in place, looking at ways you could be saving money – or looking at ways you could be spending more.
Whether you want our help working out how you can afford to fund a building project, take a trip of a lifetime, start a new business venture, retire as soon as possible, or help your children onto the housing ladder, we want you to leave our offices feeling confident, positive about your life choices, and in control of your finances.
We’ll use our technical expertise and three decades of experience to advise you, guide you and support you on your journey to your goals.
For more information on how we work, visit ‘Our approach’ page.
Lifetime cash flow planning
Cash flow planning is an important part of the work we do with clients. Your financial pot will fill and empty at different times and at different rates during your life. Cash flow planning can help to ensure it never runs empty. ‘Filling and emptying’ your pot needs careful planning, because when the filling process eventually comes to an end, normally when you reach retirement, there needs to be sufficient funds left for your ongoing expenditure. Planning can prevent you from running low, but also from overfilling, which might mean working too long or not doing, or buying, the things you want because you are unnecessarily anxious about running empty.
Who we work with
We work with people at all stages of life, from all walks of life. However, the focus of our work with clients tends to fall into the following three areas:
Planning for small business owners
Create a holistic strategy for success that incorporates your business objectives as well as your long-term lifestyle aspirations too.
Planning for retirement
Gain the full picture of your finances and understand your options for achieving a retirement you can enjoy, as well as how close you are to reaching it.
Estate planning
Ensure your affairs are in order and help your loved ones benefit from your wealth in the greatest possible way.
For more information on how we work in each area, please click through to our dedicated client pages.
Start a conversation
Learn more about how we can help you by completing the contact form below.
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