We are a Chartered firm of financial planners. This means we have satisfied rigorous criteria relating to professional qualifications and ethical good practice set by the CII. It means you can be confident that you are dealing with a firm that is wholly committed to providing you with the best possible advice, service and support.
We are directly authorised by the FCA and members of SIFA, who are part of the SimplyBiz group - the largest supporter of directly authorised advisers, supporting over 5,000 advisers across some 2,100 firms. As a member of the relevant professional bodies we abide by the CII 'Code of Ethics and Conduct' and the Resolution 'Code of Practice' in respect of our family law work.
We are directly authorised by the FCA and members of SIFA, who are part of the SimplyBiz group - the largest supporter of directly authorised advisers, supporting over 5,000 advisers across some 2,100 firms. As a member of the relevant professional bodies we abide by the CII 'Code of Ethics and Conduct' and the Resolution 'Code of Practice' in respect of our family law work.
Services
We are a family owned practice with our two Directors having nearly 50 years combined experience in financial services. We are members of SIFA, part of the SimplyBiz group who are the largest supporter of directly authorised advisers - over 5,000 advisers across some 2,100 firms, who specialise in supporting advisers who work with solicitors and accountants.
As a Chartered firm of financial planners we adhere to the CII Code of Ethics and as IFAs are also, of course, subject to the usual oversight and requirements of the Financial Conduct Authority. You can download a copy of the CII code below. We specialise in providing retirement, investment and related tax planning advice in an holistic manner to clients planning for, approaching or already in retirement.
This section contains miscellaneous & general financial information that you may find useful when dealing with certain life events. This document contains a short explanation of Capital Gains Tax, the allowances available in the 2021/22 tax year, and how you can use it in your year end tax planning.
Investing money needs careful consideration and you need to be absolutely sure of the risks involved. This section provides generic information on different types of saving & investment. You should seek advice appropriate to your specific circumstances prior to making any decisions. The value of your investments can go down as well as up, so you could get back less than you invested.
It's important to plan ahead for your retirement. Here, we explain why pension planning is so critical, and describe some of the options available to you. This information is intended only as guidance. For advice on your specific circumstances, please get in touch. A pension is a long-term investment.
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