…a professional service for professionals…
Over the years we have established close associations with many leading firms of solicitors and accountants who require specialist financial management and advice for their clients.
Ensuring transparency at all times, our financial planners will provide independent, fee-based, strategic financial planning advice. This service has particular appeal to clients undergoing significant changes in their lives, for example retirement, the receipt of an inheritance, or setting up or selling a business. More
We aim to develop an investment strategy to meet financial planning objectives. To do this, we will consider individual circumstances, attitude to risk and other preferences. Once a strategy has been agreed and implemented, we will have regular meetings to ensure that the portfolio is performing as expected and to make any necessary adjustments to reflect changes in circumstances or in market conditions. More
Pensions and Divorce
We recognise the necessity of being up-to-date with all contemporary issues surrounding divorce cases.
We are happy to work on a joint instruction basis if required. More
All our financial planners within the Trustee Advisory Team are qualified to advise on Taxation and Trusts. Each is well versed in tax and investment issues for all types of trust. Our experienced team provides detailed investment reports for new trusts and those that may need reviewing.
As a valued addition to our professional service, we also run in-house seminars for solicitors and accountants on trustee investment. More
Inheritance Tax Planning
To meet the rapidly growing need for expert advice in this field, the majority of our financial planners hold the Advanced Financial Planning Certificate in Taxation and Trusts. More
Long Term Care Planning
We have assisted many solicitors looking for a specialist adviser with bespoke long-term care knowledge. Advisers working in this area are required to undertake annual training with a barrister who concentrates on long term care issues. One of our directors, Emma Ames, is our specialist in this field. Emma has also obtained the Chartered Insurance Institute’s advanced long-term care qualification known as CF8. More
Regulatory bodies now demand that advice on certain aspects of retirement planning and pensions can only be offered by advisers holding the Advanced Financial Planning Certificate AF3 qualification (formerly G60). In order to meet this specialised requirement, we offer the professional services of two financial planners holding this prestigious qualification. More
Pension Scheme Administration
Our pension scheme administration team has a wealth of experience in administering Small Self-Administered Schemes (SSAS), Self-Invested Personal Pensions (SIPPs), Group Personal Pensions and Group Stakeholder Pensions. We also advise pension scheme trustees on their options when considering Occupational Pension Scheme wind-ups.