Clients select us because…

• We are highly experienced in working with senior executives, professionals, business owners and retirees
• They wish to work with a professional firm towards their long-term objectives
• They have invested assets of £200,000 or more; or with complex circumstances
• We cover most areas of financial advice (except mortgages) but areas to highlight:
  • Investment strategy (asset allocation, investing for growth or income and making use of tax efficient plans)
  • Retirement options – selecting the best option for you and your family at retirement
  • Inheritance Tax planning* – helping to achieve your life objectives whilst leaving a tax efficient legacy
  • SIPPs and commercial property purchase to grow your business.

* The FCA does not regulate Tax Planning.