We provide a range of different services to satisfy different financial requirements.  You might need them all or just one and we will help you choose at your free initial consultation.

Wealth Management

 

Smiling-outdoors-guyAs wealth grows, so does complexity. Our complete range of wealth management services brings cohesion and simplicity back to your financial affairs.

You will have your own expert adviser who oversees your finances and calls upon additional specialists from our team whenever required.

More detail about our wealth management service.

 

Financial Planning

 

Financial-planning-family on beachThe purpose of financial planning is to help you achieve your goals in life. Most people have not planned their lives, just ending up where they are.  But how many times have you heard successful people talk about their plans or visualising their success?  Planning works. Our job as planners is to show you how the decisions you make now can shape your future and help you to achieve your ambitions.

More detail about our financial planning service.

 

Advice about specific issues

 

folded-arms-ladyMany people who approach us have an immediate concern to be addressed.  This might be as simple as needing some mortgage advice or it could be a little more complex like estate planning.

More detail about advice on specific issues

 

Free initial consultation

The main purpose is to identify your major financial concerns but it’s also an opportunity for you to get to know us before deciding to engage our services.  You can ask as many questions as you need. During this meeting which typically lasts 45 minutes to 1½ hours, we will discuss your specific financial needs.  We will fully describe our services and which of them may be right for you, as well as explain our charging structure. There is no charge or obligation for this meeting and we will follow it up with an engagement letter setting out our proposed service to you.

Contact us today to find out more or to book an appointment.