Our Company

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We are here to help you understand how to plan for a better financial future by providing you with regulated financial advice, whether you are saving for your future or looking how best to maximise income at the point of retirement.

In particular, we help those approaching retirement to ensure their savings and investments are appropriately managed. This is achieved through creating tailored investment strategies to meet your personal objectives which are flexible enough to adapt to your changing needs.

As part of this service, we create bespoke investment portfolios which are selected from the whole-of-the-market without any restrictions and are actively managed to ensure they remain appropriate through changing market conditions.

To help ensure your investments are right for you, we will consider:

  • Your life stage (e.g. approaching retirement)
  • Your personal attitude towards investment risk
  • How long you wish to invest for
  • Your income requirements from investments, if required
  • Your capital growth needs
  • How to maximise your tax reliefs

The regulated financial advice we offer is without charge or obligation to you.  If you decide to follow our recommendations, our clear and simple pricing will ensure that you know at all times exactly what you’re paying.

If you would like to meet with one of our Advisers, or for more information, please contact us.

Latest News

How to identify if you are at risk of a pension tax charge and what you can do.

How to identify if you are at risk of a pension tax charge and what you can do.

27th April 2021

Someone aged 45, with a pension fund of £400,000 and a salary of £50,000, could have a pension fund of £1,381,000 by the time they retire at 65.

Saving an extra 1% of salary into pension can increase your pension pot by 25%.

Saving an extra 1% of salary into pension can increase your pension pot by 25%.

12th April 2021

Many people are already paying 5% of their salary into their workplace pension through auto-enrolment, with their employer contributing an additional 3%. However, they may not be aware that many employers are willing to match additional contributions up to certain limits, so they don’t take advantage of it.

Number of people on payroll fallen by nearly 700,000 in last year.

Number of people on payroll fallen by nearly 700,000 in last year.

24th March 2021

Latest reports from The Office for National Statistics have indicated that in February 2021, the number of payroll employees had fallen by 693,000 over a 12 month period.