Services for private clients
In order to provide relevant and timely advice for our clients, we take a ‘holistic approach’ to financial planning. In other words, we hope to understand not only our clients’ current requirements but also how all the different financial aspects of their lives fit together.
The practice is partner-led, thus ensuring continuity and personal contact with our clients. We aim to establish a strong personal relationship and to provide a comprehensive and professional service.
We provide comprehensive and impartial advice, tailor-made to each individual client’s circumstances. Our advice is fee based and is not tied to any life insurance company. We are, therefore, truly independent and if we recommend a product to a client which would usually pay a commission, we will either either rebate the commission due, set it against our fees or can allow the commission to be rolled up to enhance the investment.
Our services include:
- Personal pension investment and review
- Company pension schemes investment and review
- Retirement planning
- Strategic advice
- Life assurance, critical illness and permanent health insurance
- Tax effective investments