Wealth planning

Often planning your personal wealth is neglected and by the time you start it is too late.

This is an important area for anyone in business or any individual –  how do you record where you are now and where you want to be?

Our wealth planning services are focused on working with you to improve and protect your personal and/or business wealth.  Let’s face it, property, pension and profits are all viewed by HMRC as something for them to take a slice from.  Why not plan to maximise the protection for your business, your family and your future by protecting these vital, hard worked for assets.

Our Wealth Team are an integrated part of our team to ensure you receive impartial advice which dovetails with the rest of your business and personal affairs in areas such as Pensions, Life Assurance, Investments, Wills, Inheritance Tax and many more:

We realise that in today's complicated financial markets these are areas that require specialist knowledge and the right advice can make the difference between achieving the quality of life you desire or not.

Wealth planning

This is an important area for anyone in business, how do you record where you are now and where you want to be? Find out more


Pensions are financial tools whose purpose is the provision of money in old age. Find out more


At any one time there may be hundreds of different mortgage options, only some of which will meet your needs. Find out more

Life assurance

If there is no one who will be financially distressed by your death, life assurance is probably not essential, though there are other reasons why it would be useful. Find out more

Investments and savings

It is our role as an IFA to help you choose the right investments in order to help you meet your objectives. Find out more

Health insurance

These days, for people of working age, good health is the normal state, and few people consider what would happen if, due to ill health, their career was interrupted or even stopped. Find out more

Corporate financial planning

Most small to medium sized firms are unprepared in some areas of financial planning. Find out more