We serve Private Clients and Businesses providing advice in two areas:
Bespoke Financial Solutions for Private Clients advising on;
Portfolio Management is provided by either constructing a Bespoke Portfolio or by using one of our
Core Portfolios - See OUR INVESTMENT PERFORMANCE
Retirement Planning covering: SIPP's, SASS and all types of Personal Pensions
Savings & Investment covering: ISA's, Investment Bonds, With Profit Bonds, Unit Trusts, Investment Trusts,
Mutual Funds, Corporate Bonds, Stocks & Shares etc.
Life Assurance covering: Death, Critical Illness, Income Protection, Injury and Private Medical Insurance
Assisting Children covering: Life Assurance, Savings, ISA and Pension Planning
Estate Planning covering: preservation of capital, wealth creation and tax efficient management and
transfer of wealth, incorporating
Inheritance Tax Planning, use of Trusts and Wills, and
Long Term Care Planning (Nursing and Residential Care Fee Planning)
Bespoke Business Financial Solutions advising on;
Retirement provision: NEST, Group Personal Pension Plans, Executive Pension Plans, SIPPs and SASS
Business Exit Strategy covering: tax efficient methods to extract wealth
Business Protection: Staff Income Replacement Plans, Staff Life Cover, Key Man Cover for Critical Illness,
Key Man Income Replacement Cover, Key Man Life Cover and Shareholder Protection
Some forms of inheritance tax planning are not regulated by the Financial Services Authority.
NEST is regulated by the Pensions Regulator.
Regulations and levels and bases of taxation are subject to change .
The decisions should not be taken solely on the content on the website and individual advice should be sought first.
The content is aimed at UK residents or residents of MiFID countries
