Services

See the links below for details of what we do:

• Financial planning for individuals, including:
  • Cash flow forecasting to assist in creating a well-constructed set of goals.
  • Investment planning with those goals in mind.
  • Pensions, both as part of the investment planning and as a means of providing guaranteed retirement income.
  • Financial protection against sickness and death for your family.
  • Tax minimisation within the bounds of acceptability in law. This might involve reducing the impacts of inheritance tax on your eventual estate, for example.
  • Other niche financial planning areas, including venture capital investment, overseas pensions, and a whole range of other options.
• Business financial planning, aimed at owner-managed businesses where traditional Employee Benefits consultants are not cost-effective.
• Expert witness work for lawyers looking for someone with familiarity with financial services legislation.
• Technical talks and training on a variety of subjects for groups of any experience level.