Private Clients

Private Clients

We offer a comprehensive range of professional independent financial planning and advisory services to individuals, trustees and employers/business owners.

What do we do?

Our services are flexible and can be tailored to suit your individual needs.

You may require a comprehensive Financial Planning service, where we consider all the areas of your financial planning that we believe are important to you.

We also provide Focused Advice on specific areas such as investment, retirement or protection planning, to help you meet your overall financial objectives.

Many clients want us to provide a focused Wealth Management service on a standalone basis, to manage and administer your pensions and investments.

We provide these services in a cost effective and efficient way, so our clients can pay attention to what is important, rather than dealing with reams of paperwork. Most importantly, we keep things under regular review. All of our clients receive a written annual review report, supported, if required, by a meeting with their Financial Planner. This is your opportunity to monitor progress, update your plans and keep your investments under control.

Want to find out more?

Call on +44 (0)345 643 2633 or email to arrange an initial meeting to discuss your requirements. This first meeting is at our expense and without any obligation.