We are a team of Independent Financial Advisers (IFAs) who provide expert advice to working professionals and retired individuals. We help our clients meet their personal goals by designing financial plans that are customised to suit their current situation and future needs. We are highly experienced in helping clients protect, manage and increase their wealth.
We are also qualified Pension Transfer Specialists. We assist deferred members of Final Salary pension schemes to understand their options for retirement and whether remaining in the scheme or transferring to a more flexible solution, may be more appropriate in helping them meet their long-term objectives.
We are also qualified Pension Transfer Specialists. We assist deferred members of Final Salary pension schemes to understand their options for retirement and whether remaining in the scheme or transferring to a more flexible solution, may be more appropriate in helping them meet their long-term objectives.
Services
We have been offering bespoke financial solutions to high net worth individuals, retired professionals and their families for nearly 40 years. Based in Bletchingley in Surrey, we cater to clients predominantly throughout London and the South East of England. During the many years we have been in operation, our sound advice has gained us a reputation as a highly reliable and trustworthy financial planning partner.
As Chartered Financial Planners, we comply with rigorous ethical criteria set out by financial industry boards. This means that you can rely on us to always be completely open and honest, in all our communications as well as when carrying out our services. We always discuss all matters openly with our clients and stakeholders.
Before scheduling an appointment, we may first ask you to provide us with some personal information and the reason for contact. This ensures we are thoroughly prepared before our first meeting so that we only use a minimal amount of your time. We will then arrange a free initial meeting, either face-to-face or virtual, to discuss your personal and professional aspirations and your current financial situation, including your objectives.
Making your money work for you takes careful planning. We understand that as a busy individual, you often do not have the time to organise your personal finances to the degree that you would like. This is why we offer a professional financial service to help you manage your assets and plan correctly.
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