We are an Independent Financial Advice firm that has a number of bases in key cities across the United Kingdom including: London and Belfast. We have proudly received Chartered firm status and always put our clients' needs and desires first. Our team of expert financial advisers can provide you with specialist pension advice, investment advice, savings advice and can assist with retirement planning.
We are experienced in managing investment portfolios including ESG focused portfolios. If you know your way around investments and are confident that you can do things yourself we offer direct access to our investment platform. You can choose between saving in a general investment account, an individual savings account (ISA) or alternatively in a self invested personal pension (SIPP).
We are experienced in managing investment portfolios including ESG focused portfolios. If you know your way around investments and are confident that you can do things yourself we offer direct access to our investment platform. You can choose between saving in a general investment account, an individual savings account (ISA) or alternatively in a self invested personal pension (SIPP).
Services
We are a private firm of Chartered Financial Advisers, qualified to provide professional advice spanning a number of areas including pensions, protection, estate planning, investments and tax efficient ways of saving. Our clients include large companies, Trustees and private individuals. Our advisers are experienced and professional, and specialise in wealth management.
We help our clients with their financial decisions, and create bespoke planning strategies for them, taking all the relevant factors into consideration. Once a strategy is in place we will offer a regular review on an ongoing basis, to ensure all plans remain suitable. We will ensure any plans are sufficiently flexible so we can adapt them as our clients' circumstances change.
Our team has a long history of providing individual financial advice going back over thirty years in some cases. This depth of experience can be invaluable in helping you put together a plan for your personal circumstances. Dealing with individual clients is the lifeblood of our business and many of those who are with us today have been receiving advice from our team for twenty five years or more.
A SIPP is one of the most popular ways to take control of your pension as this provides much greater freedom in terms of choice of investment than is often available through a more conventional pension. It also allows greater control over the administration, death benefits and income available from your pension.
Investing cash for improved returns over the longer term most likely means higher risk, and it is important to consider your risk profile carefully. It is important to understand the possibility of losing money, and the likelihood of variations in returns each year, and it is vital to have an understanding of your personal tolerance for risk before investing your money.
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