Personal Financial Planning

We believe that financial planning is an ongoing relationship where we can support you and help you to achieve the goals in your life.

We recognise that whilst we move through a series of key life stages, our lives are all different and we all have our own personal aspirations. You may need help discovering what your aspirations are or it may be prioritising them in the most efficient way. When first meeting clients, we find that some already have very clear objectives, whereas others may need more help and guidance to prioritise. Our aim is to understand your goals, whether they be short or longer-term, so that we can help you achieve them.

It is probable that you will already have some arrangements in place. We will review these with you and determine to what extent they are effective in light of your goals. Thereafter we will develop a personalised plan, recommending the specific course of action we believe you should take and discuss this with you. The plan may include recommendations for specific financial planning products to help you achieve your needs.

Identifying the right strategy for you

There’s a range of financial solutions now available and information can be accessed far more easily with just the touch of a button. Our Financial advisers can work with you to ensure that you have a strategy and a plan focussed on achieving your goals and aspirations.

There is a vast array of products available in the market place from many different providers and whilst we live in an age where there is an enormous amount of consumer information readily available, for many, this can be overwhelming.

We use our expertise, knowledge and experience to match appropriate solutions for you and as a firm of independent advisers, we have access to the whole of the market and are not tied to any specific providers.

You might be interested in learning more about our approach.

Our usual approach is to arrange an initial meeting which will be covered with our compliments. This will enable our advisers to assess how well we have understood your needs and requirements and be very clear on how it is that we are able to help you to achieve your goals.

We operate on a no surprises philosophy, so prior to starting any work; we will agree our fees with you.

Our team of Financial Planners can help you with the following:

•  Investments
•  Retirement Planning
•  Retirement options
•  Life assurance
•  Health protection
•  Long-term care planning
•  Estate and inheritance tax planning
•  Tax planning
•  Mortgages
•  Savings and investments

Managing your retirement options can be complicated so download our guide to your retirement options brochure below or get in touch with one of our consultants near you. 

Download Guides 

Download An introduction to Investing