How can we help?
Independent, chartered advice on pensions, retirement and investments, plus the estate planning and protection that sit alongside them. Choose an area below to find out more, or book a free first conversation and we'll help you work out where to start.
Savings & Investments
Making your money work harder, with a plan built around your goals and attitude to risk.
- ISAs and tax-efficient saving
- Bonds and investment funds
- Cash savings options
Review My Pension
A clear view of what you have, what it's costing you, and whether it's still right for you.
- Charges and performance
- Bringing old pensions together
- Checking your risk approach
Access My Pension
Turning your pension savings into an income that lasts, as tax-efficiently as possible.
- Drawdown and annuities
- Tax-free cash
- Retirement income planning
Life Cover
Protection that keeps your family financially secure if the worst happens.
- Term and whole of life cover
- Income protection
- Critical illness cover
Estate Planning
Making sure your wealth passes on as you intend, with as little Inheritance Tax as possible.
- Inheritance Tax planning
- Trusts and gifting
- Passing on your home
Corporate Advice
Advice for company directors and business owners on investing company money and planning for their own retirement.
- Investing surplus company cash
- Directors' personal pensions and investments
- Working alongside your accountant
Who we work with: our advice service is designed for people with £250,000 or more in pensions and investments, or who are planning to invest at least that amount. We don't advise on defined benefit (final salary) pension transfers. Meetings are by appointment, in person or by video.
Not sure which service you need?
Most people don't – that's what the first conversation is for. It's free and there's no obligation.
