About you

You will understand that for financial planning to be effective it must continually adapt to your ever-changing circumstances, priorities and aspirations and as a result:

▪ You will want to work with a qualified professional able to provide advice and guidance.
▪ You will want a financial planner able to listen to your aspirations and identify your needs.
▪ You will want to have a professional relationship built on mutual trust and respect.
▪ You are likely to be successful in your business or personal life.
▪ You will be open-minded and keen to engage with your financial consultant, discussing the options so that you can build an appropriate strategy with solutions that will be adaptable, flexible and tax efficient to help you achieve your financial objectives.
▪ You will be wanting to achieve and/or maintain financial independence.
▪ You will understand that "knowing the cost of everything, and the value of nothing" is not an appropriate strategy for success and will be prepared to pay for independent financial advice.

Typical areas of advice for clients cover the following areas of interest:

▪ You may be reviewing the retirement options available to ensure sufficient income in retirement
▪ You may want to review existing investments to ensure they remain suitable and appropriate for your needs
▪ You may be wanting to preserve and protect your wealth in the most tax efficient and effective way so that more of your accumulated wealth is passed to your beneficiaries
▪ You may have recently inherited, or won, a substantial lump sum
▪ You may be considering the options available as part of Later Life Planning whether that is for long term care provision or raising capital

Contact us today to begin your journey – we look forward to hearing from you.