By engaging our integrated professional tax and independent wealth advisory services, you can be confident that our team of experts will work with you to ensure that you receive outstanding advice to meet your needs, whatever they may be.

Building wealth - This may be through your business and/or personal finances, our specialist team will work with you to develop a long term financial blueprint, to enable you to plan for your current and future requirements. This planning can include managing your short term cash flow or seeking competitive short term returns, through to long term investment and funding for your retirement.

Protecting wealth - Protecting your business or your family's financial position in the event of illness or death. Our specialist team will work with you to develop a plan to allow your long term financial blueprint to be realised. This planning can cover scenarios such as shareholder protection to meet stakeholder covenants, providing for your family, inheritance tax planning and all other aspects of meeting your later life needs.

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.

Head of Wealth Advisory Neil Messenger

+44 (0)114 262 9712

Find out more

Personal Finance Portal

Our online client portal gives you a complete picture of your finances, including:

  • Values of all your plans and assets in one place
  • Secure online document storage allowing us to share important documents with you
  • A secure messaging service so you can easily get in touch with us

Log in to our Personal Finance Portal

Chartered Financial Planners 

We are proud to have been awarded the prestigious title of Chartered Financial Planners by the Chartered Insurance Institute. This title is only awarded to firms that are committed to developing and maintaining the knowledge and capability of their people so they can deliver the highest quality advice. As a chartered firm, we must follow a demanding code of ethical practice. This means we work in a principled manner that places your interests at the heart of the advice we give.