You've heard it before: wealth isn't how much you make ...
... it's how much you keep ...
... so your best asset is a good plan ...
That's why our speciality is providing sound, trusted, unbiased advice; creating tax-efficient financial plans; and helping you wisely manage your investments to build and protect your wealth year on year.
We offer high quality financial planning advice not necessarily related to new investment transactions nor the purchase of new investment products. This might involve lifetime cashflow planning, Inheritance Tax assessment and advice, wealth generation, retirement fund accumulation or income in retirement.
We work with our clients by building a relationship that involves planning finances, not simply arranging transactions. Our Managing Director, Alistair Mann, was one of the first advisers in the UK to achieve Chartered status, when this was introduced in 2005; he is a Fellow of the Personal Finance Society, amongst the top 1% of UK financial advisers.
Primarily we serve personal clients - often those recommended to us by others - but we also offer strategic financial and pension planning advice to small & medium sized businesses. Whether you are building a pension, or want best value from it in retirement; worried about Inheritance Tax, or want to build your family wealth; want to offer benefits to employees or just comply with pension legislation, we offer advice and reports to help you. Our client agreement outlines our services and we have a clear and transparent basis to our fee structure.
As planners and advisers we can assist you in many ways.
- Preparing for your retirement
- Accumulating your non retirement assets
- Family wealth preservation
- Tax planning
- Small business financial planning
- Pensions Act 2008 compliance & auto-enrolment support
