Reliable wealth management advice and creating the right investment strategy are crucial elements in securing your future financial well-being. Whether you are looking to invest for income or growth, we can provide the quality advice, comprehensive investment solutions and ongoing service to help you achieve your financial goals.
Our carefully constructed, risk-rated portfolios enable you to spread your investments across a wide range of global asset types and choose fund managers with different investment styles to create a balanced and diversified investment solution.
Regardless of the life stage you have arrived at, it is important to receive expert and professional advice on your pension plans and requirements.
Whether you need to set up or review existing retirement planning strategies, for you or your employees, we have ways to help you make the most of your retirement opportunities.
A mortgage is one of the biggest financial commitments most of us are likely to make in our lifetime. Whether you are a first time buyer or have a property portfolio, having the right mortgage can save you thousands of pounds. Also, with so many lenders offering such a vast array of products, it is vitally important to seek the right specialist advice.
We can provide you with access to a great range of products offered by lenders across the market place.
Protecting you and your family from unforeseen circumstances is vital to your financial well-being, now and in the years to come. And there are no shortage of situations where insurance is necessary, like insuring your home against damage or theft, or going on holiday. I can offer an extensive product range including: Life cover (including Term Assurance and Whole of Life); Critical Illness; Income Protection; Employee Benefits; and, Private Medical Insurance.
Gone are the days when Inheritance Tax (IHT) was the sole concern of the wealthy. But while many people are aware of the need for IHT planning, few still do anything about their potential liability. So few, in fact, that HM Revenue & Customs collected £2.8bn in IHT revenues in 2011/12 alone*.
IHT is just one of the many areas to consider when protecting your family and home - others include Capital Gains Tax, illness and loss of income. Assessing the right protection for your specific needs is essential to any wealth management solution.