And it starts with a plan. One that considers multiple aspects of your life - not just money. Your adviser will work with you to understand your hopes, ambitions and values – what's important to you. And we will encourage you to keep your plan under regular review. Then in future, as life changes, you can be sure your plan can too. Ready to get started?
Insurance is one of the bedrocks of financial planning. A considered combination of income protection, critical illness and life insurance can help you protect your family’s financial well-being if the worst happens. We’II analyse your circumstances and source what's required from across the market.
Circumstances and priorities change over time. Knowing when and how to review or modify your financial plan – for example, to switch the emphasis from building up wealth to preserving your assets and drawing on them in retirement is where our expert, independent and objective advice comes in.
To be a confident investor you need to understand the risk you're willing to take and are able to afford. We take time to work with you to create a wealth-building programme that reflects your attitude to risk and return.
Protecting the wealth you've built is a multi-faceted and ongoing activity. As well as regular reviews of your investments, wealth management encompasses estate and inheritance tax planning, retirement and tax planning, charitable giving and financial protection. We do that and more.
“I greatly appreciate your efforts on my behalf and for my brother and will continue to recommend you and your firm to those in need of financial guidance.”
Financial planning
"Over the years, we have come to appreciate Simon’s sound advice, pleasant manner and diligence in pursuing matters on our behalf with various fund managers."
Financial planning
We know that more and more people care about where their money is being invested. Our perspectives are lengthening and clients increasing believe that their money should be invested responsibly and sustainably and with an eye to the needs of future generations. We do too. Discover more about our approach to responsible and impact investing.
