How can we help

We start by exploring your current position, risk appetite and where you are trying to get to.

Our financial analysis on current pensions and investment plans is deep and thorough, which is important as we aim to give you a solid foundation on which a robust financial plan can be built:

  • Cashflow model
  • Pension analysis
  • Tax-efficiency of current plans
  • Investment strategy overview

The areas we can advise on include, but are not limited to those outlined below:

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Tax Planning

We do not advise on controversial tax planning and do not offer tax advice, but we are tax aware and can guide you through the maze of tax rules to ensure your tax drag is as low as possible, both in terms of investment accumulation and drawing an income from your assets later.
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Pension Advice

Pensions in the UK are so technically challenging that it seems even HM Treasury struggles to keep track! Recent rule changes included what some might call ‘ambiguities’ others ‘errors’. If you are not sure how to get maximum value from your pensions, now and in the future, we can help.
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Investment Strategy

We do not believe in trying to ‘beat the S&P’, but we do believe in carefully constructed and diversified investment portfolios designed to perform in ‘all weathers’ and deliver the growth potential needed to justify taking a medium or long-term view and ‘putting monies to work’ rather than sitting in cash.
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Protection

If you have loved ones who rely on you, a significant exposure to UK Inheritance tax, or both, then it makes sense to check that you have the right level of financial protection in place. We are not ‘insurance salesmen’ but we do want our clients to enjoy a good level of peace of mind.
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