Creating your wealth
Whether you have created wealth through running your own business or have received a lump sum, we can advise you on effective ways to ensure your wealth enables you to achieve your goals.
Investing in your future – holistic financial planning
Everyone’s situation is different and your financial decisions may change depending on where you are in your life – whether you are just starting out on your financial journey, growing your wealth or you’re looking at options for retirement.
Our team have the knowledge and skill set to provide a comprehensive service helping you navigate the complex financial landscape and provide you with the information and support you need to make informed decisions that align with your long-term objectives.
We will look after you at every step of your journey.
Whatever stage you are in life
our financial planners will guide you through
CREATING YOUR WEALTH
We can advise you on effective ways to ensure your wealth enables you to achieve your goals.
GROWING YOUR WEALTH
Our team can help to plan the right investment strategy for you – one that aims to increase the value of your investments and net worth over time.
PROTECTING YOUR WEALTH
Blending different types of assets and ensuring that you invest in different sectors and geographical locations can also help to preserve wealth for you and your family.
LOOKING AFTER YOUR FAMILYS WEALTH
Involving children and grandchildren in conversations with your financial planner early helps to ensure that your aspirations and wishes are aligned with their future financial goals and needs.
PASSING ON YOUR WEALTH
Effective estate and tax planning can play an important part in protecting your legacy and making sure your money ends up with the people you want, for the reasons you choose.
FINANCIAL FREEDOM
Achieving financial freedom means having enough savings, financial security and cash available to support the lifestyle you want for yourself and your family.
Growing your wealth
How and where you invest your money can have a significant effect on your potential to grow long-term wealth.
Our team can help to plan the right investment strategy for you – one that aims to increase the value of your investments and net worth over time.
Protecting your wealth
Life insurance, critical illness cover and income protection play an important role in protecting your financial future, particularly if you have younger children or any other dependents.
Protection can be a minefield, and you may not realise the level of cover needed for your current situation – what may have been suitable cover for the past, may not be suitable going forward.
Looking after your family’s wealth
Building trusted relationships with our clients and their families ensures we continue to look after your family’s wealth for future generations.
Involving children and grandchildren in conversations with your financial planner early helps to ensure that your aspirations and wishes are aligned with their future financial goals and needs.
Passing on your wealth
For some, it is only natural that you will want to ensure your wealth remains intact and can be passed down to the next generation.
Effective estate and tax planning can play an important part in protecting your legacy and making sure your money ends up with the people you want, for the reasons you choose.
Financial Freedom
Achieving financial freedom means having enough savings, financial security and cash available to support the lifestyle you want for yourself and your family.
Actively managing your investments
Investment Planning
As financial planners and wealth managers, our focus is on long-term planning, including crafting investment portfolios that reflect your financial goals, your attitude to risk and your time horizons.
We have the knowledge and expertise in-house to assist with your investment goals.
*The value of your investments can go down as well as up, so you could get back less than you invested.
Find out more
Discover the power of responsible and ethical investing, where your financial goals can align with creating a positive societal and environmental impact.
We have over a decade of experience advising our clients on aligning their ethical values with their financial aspirations.
*The value of your investments can go down as well as up, so you could get back less than you invested.
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Client Stories
We help our clients with planning for the future. Discover how we helped our client mitigate their Inheritance Tax liability. Even with the best plan in the world, curve balls can throw a plan off track. Our financial planners have the skill set to help you plan for the unexpected. For many people, planning for the future of the next generation is paramount. Find out how we helped achieve this.Financial planning for Inheritance Tax
Flexible financial planning for the unexpected
Intergenerational Wealth Management
Get in touch today
We’ve built long lasting relationships on the strength of a good conversation, if you are looking for wealth management and independent financial planning advice or have any questions about the services we offer, please do get in touch.
T. 01223 233331
