Working with us

Independent Financial advice what is it?

Independent Financial Advice is about making simple and effective planning to allow you to make the best financial decisions, often over the long-term.

This mean that we can help you achieve your financial goals in life and for us it’s not just about clients buying products.

Therefore with this holistic view in mind it will mean involving putting appropriate wills in place to protect your family, thinking about how your family will manage should you die prematurely or thinking about when you’d like to retire and the lifestyle (and income) you’d like to have.

By planning your finances to meet your goals you will the confidence in your actions and allow you to have control and peace of mind

The areas of advice that we cover can generally be categorised but not limited to:

  • Investment planning
  • Retirement planning
  • Inheritance tax planning & Estate Planning
  • Insurances
  • Mortgage advice
  • Financial planning for business

We believe financial planning is more than just helping you grow your money; it’s about your life, your goals, priorities and your ambitions.  In most cases it may well just be a person to turn to for some simple guidance but it’s knowing when to take that advice and how to move it forward.

We frequently work in partnership with other professional advisers, such as accountants and solicitors, and we welcome the relationship with them so we are all moving toward your long-term goals.

So how do we do it you ask, take a look at Our Process to see.

how can we help you?

Any further questions – submit a business enquiry online or call us.