Our services

We offer a comprehensive range of expert, independent wealth management services including:

• estate planning

• investing and managing investments, including risk profiling

• maximising tax-planning opportunities

• mortgages (residential and commercial)

• personal and corporate protection

• pensions and retirement planning, including SIPPs and SSASs

• pension consolidation

• post-retirement planning

• school fees planning

• trust planning.

We will quickly establish with you the profile of your firm and your main client types, for example commercial, personal tax, family, etc. This will determine the areas of wealth management likely to be most appropriate. We frequently work directly with tax departments to identify areas where clients’ affairs can be made more tax-efficient, for instance:

• assessing levels of pension contributions

• sheltering large amounts of interest or dividend income from tax

• proposing an exit strategy for those close to retirement

• optimising borrowings and ensuring those with large borrowings are adequately protected.