Our focus will always be on you and what you would like to achieve in your life. We understand that life is short and time is precious and this is why we like to build long-term partnerships which are built on trust. We believe in building long term financial plans which will allow you to focus on your life, providing peace of mind and clarity over your future.
Whether you need advice on retirement, investment or general financial planning, we can provide tailored advice without the jargon to help you better understand your options. As you would expect we offer the highest levels of technical advice to our clients which is why we are proud to offer our clients Chartered Financial Advice.
Whether you need advice on retirement, investment or general financial planning, we can provide tailored advice without the jargon to help you better understand your options. As you would expect we offer the highest levels of technical advice to our clients which is why we are proud to offer our clients Chartered Financial Advice.
Services
We lead complex lives in an increasingly complex world. A financial adviser can help you understand financial challenges, goals and needs, and help you find appropriate ways to meet them. Even a seemingly straight forward financial goal can involve numerous decisions and a lot of time and effort getting it right.
Life and Protection Insurance policies can protect you and your family from the financial consequences of death, a serious accident or illness, or unemployment. This type of cover can pay out a (tax-free) lump sum on the diagnosis of certain life-threatening or debilitating illnesses, or if you have to undergo certain types of surgery.
Also known as 'key man insurance', this can compensate a business for financial losses arising from the death, or extended incapacity, of a specified employee or director. This can provide a business partnership with the funds to 'buy out' or compensate the deceased's dependants, should a business partner die.
Under the so-called 'New ISA' (or NISA), Cash ISAs and Stocks and Shares ISAs have effectively been merged, with the overall combined limit in 2021/22 at 20,000, while several new ISA variants, offer savings "bonuses". This at-a-glance guide is intended to give you a quick snapshot of a range of different investment vehicles available.
A mortgage is likely to be the single largest financial commitment you ever make. There's a wide range of mortgage products out there, with varying interest rates and repayment options available. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it.
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