Individual planning

Here to support you with quality financial advice you can trust. Our help encompasses a wide range of areas.

Equity release

If you’re aged 55 or over, then you’ll be able to release tax-free cash from the value of your home. But that’s not to say that equity release is the right route for everyone who is in need of extra money. We’ll work with you to find the right product and provider for your needs.

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Financial protection

Having the right protection in place is a lifeline if you’re faced with a serious illness or death. You never know what’s around the corner, so ensure that your finances are protected, and your family is looked after. There are various forms of protection, and we will advise on what’s best for you.

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Moving home, remortgaging or considering a buy-to-let? The world of mortgages can be confusing, but with our expertise, you’ll receive independent advice and find the right solution for your specific needs. We’ll be there to take the stress away and answer any questions you have about the process.

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Retirement planning

Making the right decisions about your pension and retirement can be overwhelming if you do it by yourself, as there’s a lot to consider. We offer tailored advice to ensure that you feel confident about your retirement and exactly how much you’ll need to retire comfortably.

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Savings and investments

When you make the decision to save and invest your money, you’re making a smart move toward achieving future goals. You can do this alone, but with a financial adviser, you will achieve so much more and get the best possible results by making your money work harder.

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School fee planning

Understandably, you want what’s best for your child and you consider private education to be an investment in their future. We’ll discuss with you the tax-efficient strategies and best ways to start saving for your child’s education and any additional costs that may arise.

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Tax planning and mitigation

Nobody wants to pay more tax than they need to. Financial advice from our knowledgeable team will help to legitimately reduce tax liabilities, protect your assets and preserve your wealth for future generations.

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Wills, Trusts and Lasting Power of Attorney

Protect your assets and distribute your wealth in a way that ensures everyone is provided for.

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Contact us

Our team is here to answer your questions. Get in touch today.

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    01925 699990

    750 Mandarin Court
    WA1 1GG