Saving for the future
Whether it is saving for your retirement or ensuring you aren’t paying unnecessary tax, we are here to help.
The providers we use are selected after they have been extensively researched to ensure they meet our high standards. Personal service is key to our business.
We have built great relationships with our clients. We a responsible for client assets of over £40 million.
If needed there will always be a member of the team available, whether it is email query or a chat on the phone.
Ian has been an adviser for the family for a number of years. All have complete trust in Ian and welcome his advice.
He listened to my specific requirements and what I expected to achieve in the long run, taking this into account he found options that best suited what I wanted.
He took time to understand our financial situation. He advised us about the different investments and the risks involved with these. He kept us up to date with the changes. Lee is a very approachable person.
Lee helped us select the right option for us by taking all our factors in to consideration.
Ian has looked after my investments for several years now. When I wanted to invest in more ethical and environmentally friendly companies, Ian was happy to advise and make recommendations.
Required ethical investments, Ian produced a plan to achieve this. He explained his proposals in easily understandable terms.
He advised very clearly what my options were and also helped when I inherited from my mother’s estate. The growth on my investment has been better than if left with my bank.
Lee always makes me feel like a valued client and is in touch on a regular basis. Lee is doing a fab job and i would recommend him to anyone needing any financial advice!!!
We can’t predict the future, however we can help you plan to ensure you stay on course.
When you receive a professional investment recommendation, you can feel reassured that the investment decision you’re taking is a well-informed one that’s right for you.
If you’ve never invested before, it’s easy to get overwhelmed by the size of the task. So, if you’re not sure where to start, an advice service will help.
Your portfolio needs to provide an income for as long as you’ll need it. We can design a retirement strategy for you.
Through our regular reviews, it will feel like someone’s got your back. A professional and objective view means you’re benefiting from our years of knowledge and experience.
If needed there will always be a member of the team available, whether it is email query or a chat on the phone.
It can be difficult to keep emotions from driving your investment decisions. With our investment strategies, you will become less likely to react and make ill-advised decisions.
We look to ensure your wealth remains yours by investing in the most tax efficient ways.
By following our step-by-step approach, it could free up your time and energy to spend on something else.
We offer solutions with environmental, social, and governance standards.
We want to help you live your life to your full potential, before and after retirement. Our job is to provide you with security and peace of mind, and to put you in control. Whatever you want for the future, our retirement planning service can help you.
Before we provide any advice, we will agree with you the cost of our services. We will enter into a fee agreement with you. Below is a summary of our standard charging structure for our advisory work:
This is where you can tell us what you are looking for and we will outline our services; there is no commitment from you and no advice from us, either personal or generic
Free of charge
To produce some outline guidance via cashflow forecasting for a range of different potential scenarios that meet your objectives.
Fixed fee £100
If you wish to proceed with our recommendations, we will research and recommend specific providers’ products, fully outline all the associated costs for you, give you key information about each product and assist you in completing all the necessary application forms and paperwork.
Fixed fee £750
Investment (single product)
Up to 3%
£3,000 fixed fee for research & recommendation.
£750 arrangement fee
Ongoing reviews specifically agreed with you to review the progress made and ensure your plan remains on track.
Up to 0.75% of the value of investments
