investment planning advice Accredited member of the Institute of Financial Planners







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Investment Proposition

What do we do for you?

Life coaching - We work with our clients to uncover their real intent in life and what they really want to achieve. This allows any further financial planning to have a focal point to ensure that our services meet your true life goals. This service helps you understand the importance of money in relation to your aspirations.

Financial counselling - We work with you to help you understand the basic rules of investing. We teach you the basics about time, costs, risk and emotions on your investment plans. We help you understand the basic investment principles that are the bedrock of your financial plan.

Financial planning - We build a your financial plan to meet your life’s real intent. We consider the amount of time available to meet the goal, the impact of costs over time, how much risk you are prepared to accept and how to avoid emotional investment mishaps.

Investment management - Working from your financial plan, we build an asset allocation and investment strategy in line with your time, cost, risk and emotional budgets. This ensures that you are able to sleep at night and always have a sound sense of the ability to meet your goals.

Asset location - We provide advice on the best way to shelter investments from tax and how best to provide protection for your (or their beneficiaries,) assets.

Review - We meet regularly with you to make sure that your aspirations and your plan remain on course. We demonstrate how we are managing your investments in line with the agreed plan and make adjustments if your plans have changed.

As Independent Financial Advisors and Wealth managers we deal with a wide range of issues for our clients. Our Investment Planning Advice Services cover the spectrum of financial services, these can be summarised as follows:

Investment Planning Services
  • Advisory Portfolio Management
  • Investment services for Charitable Trusts
  • Unit Trust / OEICS
  • ISA & PEPs
  • Life funds
  • Offshore funds
  • Exchange Traded funds

Retirement Planning Services including:
  • Personal Pensions
  • Group pensions
  • Pension Transfers
  • Small Self Administered Schemes
  • Unsecured Income / Income Drawdown
  • Annuities

Mortgage Solutions
  • Remortgages
  • Purchases
  • Self Employed Mortgages
  • Self Certification
  • Arranging Corporate Finance
Note: Your home may be repossessed if you do not keep up repayments on your mortgage. There may be a fee for mortgage advice. The precise amount will depend upon your circumstances but we estimate that it will be £750. The Financial Conduct Authority FCA does not regulate some aspects of buy to let and commercial mortgages.

Personal and Corporate Protection Planning including:
  • Whole of life & Term assurance
  • Income Protection
  • Critical Illness protection

Estate Planning & Inheritance Tax Mitigation Solutions
  • Establishing suitable estate planning and inheritance tax mitigation strategies
  • The administration of Trusts
  • The compilation, completion and submission of annual tax returns
  • Drafting and/or advising on Wills
  • The compilation, submission and granting of probate.
  • Certificate Providers for Lasting Powers of Attorney
Note: The Financial Conduct Authority FCA does not regulate Wills, Trusts and Estate Planning.