What we offer
Whether you are looking for a comprehensive service or advice on a specific aspect of your financial circumstances then we have a range of services that could be right for you, these include:
- A comprehensive Wealth Management Service - TotalWealthTM
- Advisory services on a range of topics - SelectWealthTM
- Pension review service.
- Retirement income service.
- Investment portfolio and tax planning service.
- Estate planning and IHT mitigation service.
- Long term care funding service.
- Personal or business risk managment service.
- Trustee review service.
- Access to the Strategic Wealth Management Account, provided by Nucleus, with online portfolio valuations available 24 hours a day, 7 days a week.
- Ongoing reviews and access to our advisers and support team.
- Regular contact, newsletters, seminar invites.
We will aim to tailor our services to your specific requirements and preferences to include only those areas that are relevant to you. If you cannot see what you are looking for please contact us.
Areas of specialisation
We offer a range of specialist services that focus on the following two areas:
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Financial strategy - helping our clients to anticpate their future financial requirements and to formulate plans accordingly.
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Financial advice - our technical expertise in the areas of pensions, tax, estate planning, risk management, care funding and investment planning means we are well placed to advise on and range of circumstances and requirements.
Our key areas of specialisation
Wealth Management
Independent Financial Advice
Portfolio Management
Tax and Estate planning