Enjoying your wealth - Working with you on a plan to manage your money, helping to ensure that you can enjoy the things you want to do. By spending time with you, we will construct a blueprint to go towards meeting your needs now and in the future.
Realising wealth - Assessing all of your options at retirement or in the event of a business sale or other change of circumstances. Working with you to put together a plan to meet both your and your family's income and capital requirements. Your bespoke plan will reflect what is most important to you, whether this is seeking to maximise income, protect your spouse or pass wealth to your children.
Settlements & Court of Protection - Working with families, Deputies under the Court of Protection, Attorneys and legal professionals to ensure that an individual's money is managed according to their specific needs, including lifetime cash flow planning.
Investment consultancy - acting as consultants for the Pension Trustees, we will bring transparency to your existing investment strategy by helping you understand the actions taken by your current managers. By working with you to provide a thorough understanding and insight of the risks taken, returns generated and the costs within management of the funds. This is so you truly understand the decisions that have been made and the reasons behind them.