Who do we work with?

We work with a wide range of people, working in many different sectors – lawyers, accountants, bankers, architects, marketing and media professionals, to name but a few. While many work in the City, we also work with those from further afield, even Wales!

Whatever stage of life you’re at, our proactive style of financial planning should help address the issues you’re facing and put you in a strong position to make informed choices. That’s why if you’re a couple, we like to talk to both of you, to make sure our recommendations are equally relevant.

You may be at a time of life where you’re focusing all your efforts on building up your wealth to be spent at a later date. Your main objective may be to make the most of your income to generate enough money for school or university fees. Or you may be saving to pay for some much-needed holidays or to enable you to help your children on to the property ladder.

Alternatively, you may be reaching retirement and wondering which particular pension choice is right for you. Should you take a lump sum or would a fixed income suit your needs better? If you’re already in retirement, you might want advice on *tax planning or making provision for later life.

The value of pensions and the income they produce can fall as well rise. You may get back less than you invested.

In fact, we often work with different generations within a family to recommend the best course of action as circumstances change.

We also work with business owners both on an individual and company level, on all aspects of business protection and advising on exit strategies and succession planning.

In addition, we work with other professional advisers, such as accountants and solicitors to offer a complementary service in tax and legal matters, which we may not cover specifically.

No matter who you are, our aim is to help you move on your financial journey.

*The Financial Conduct Authority do not regulate succession & tax planning.