Our Company

_D1Q0681_large web

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

Withdrawing from your pension early should only be a last resort.

Withdrawing from your pension early should only be a last resort.

24th November 2020

Jonathan Watts-Lay highlights some of the things to consider before taking money from your pension early, and explains why it really should only be a last resort.

WEALTH at work listed as one of the ‘1000 companies to Inspire Britain’ 2020.

WEALTH at work listed as one of the ‘1000 companies to Inspire Britain’ 2020.

19th November 2020

WEALTH at work has once again been acknowledged as one of the 1000 Companies to Inspire Britain by the London Stock Exchange Group.

Pension withdrawals rise during the pandemic: do individuals really understand their actions?

Pension withdrawals rise during the pandemic: do individuals really understand their actions?

9th November 2020

New figures from HMRC[1] show 347,000 people withdrew from their pensions throughout July, August and September 2020. This is a 6% increase on the same figures from last year, and a 2% rise compared to the previous three months, which is not the usual seasonal pattern.