Services

Lifestyle Financial Planning

A financial plan that analyses your current circumstances and financial situation – including analysis of your assets, current and future income and current and future expenditure, to properly plan for and achieve your goals while providing for and protecting your desired lifestyle.

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Insurance Planning and Risk Management

  • We seek to ensure your plans and vision are protected in a world of uncertainty.
  • We advise you on Life Insurance, Serious Illness Insurance, Total and Permanent Disability & Income Protection.
  • We assist you with the claims process when required.

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Investment planning

  • Assessing your attitude to and appetite for risk
  • Selecting the appropriate investment strategy to achieve your goals

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Tax Planning

Taxation may be the single most significant drain on your personal financial resources throughout your lifetime. As a result, your tax burden is a critical consideration when planning your financial future.

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Retirement Planning

There are a wide range of retirement options available for those who are employed, self-employed or run their own business. At the stage when you are contemplating retirement or semi-retirement, we discuss the choice of options with you and what the implications of each one are for you.

We help you make informed decisions at this very important stage of life.

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Estate planning

  • Tax and Trust Planning
  • Inheritance Tax Mitigation
  • Wills and Power of Attorney

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Business Owners Financial Planning

As many of our clients are business owners we understand the unique issues involved for business owners when financial planning.

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Employee Benefits

  • Death in Service
  • Group Income Protection
  • Group Critical Illness
  • Key Man/Person Insurance
  • Shareholder/Partnership Business Succession Insurance
  • Corporate Pension Schemes
  • Corporate Investments

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