Analysis of available tax allowances and reliefs and access to a number of effective tax planning structures such as Self Invested Personal Pension’s (SIPP’s)/Small Self-Administered Schemes (SSAS), Discounted Gift Trusts (DGT’s), Alternative Investment Market (AIM) Strategies, Venture Capital Trusts (VCT’s), Enterprise Investment Schemes (EIS) and Seed Enterprise Investment Schemes (SEIS)

Long-term planning and ongoing investment to realise your financial objectives while minimising risk. Understanding your attitude to risk, your preferences of asset classes, your geographical exposure appetite.

Advice on all the different protection strategic such as life assurance, critical illness, private medical, employee benefits and business key person assurance to ensure you, your loved ones and your business are covered in the event of a sudden illness, accident or bereavement.

As whole of market advisers, we can select products from a variety of different providers on a range of products including, Individual Savings Accounts, General Investment Accounts, Onshore and Offshore Bonds, Venture Capital Trusts and Enterprise Investment Schemes.

Preserve the value of your wealth from this generation to the next. Ensure your bloodline planning is effective, current and reflects your wishes. Ensuring you don’t unnecessarily pay inheritance tax through a combination of tools that are available to you including business relief and trusts tailored to your situation.

Get advice on the whole range of retirement schemes past and present including section 226/Retirement Anuity Contracts, personal and occupational pensions, SSAS-Small self-administered schemes, SIPPs, defined benefit schemes, defined contribution and auto-enrolment pension schemes.

As a whole-of-market mortgage adviser, we’re able to connect you to all of the lending options available, and help you find a solution best suited to your goals. Many of our team have previously worked in the banking and lending sector, so we know what mortgage providers look for in an application, and can offer focused support to maximise your chances of success.

Our defined benefit (DB) pension service involves reviewing whether or not a pension transfer or conversion is in your best interests.

The first stage in our review process is complimentary, which means we can review your pension needs together, at no cost to you, before you decide whether or not to proceed with reviewing your defined benefit pension.

If you are considering private medical insurance, get in touch with our specialist team today. Our fully independent team of advisers have access to all insurers in the market – their only objective is to get the best fit for you and your family.

We provide Pension Reports that assist solicitors and their clients in reaching a settlement with regards to pensions on divorce.