Unless you have taken advice before and even then from a professional at the top of their game, you may have reservations about paying for Wealth Management advice.

Before you agree to pay anything for our services, we will be clear on the value that we think we can add to your situation and if we don’t think there is value to add, we will be honest and let you know immediately.

Our value is felt in several areas including:

Making the most of the UK tax system: by utilising the many tax allowances available, considerable amounts of money can be saved

Reducing costs: by considering the whole of the market and being expert in negotiations with product providers and investment managers, we are able to reduce the fees you pay, potentially worth thousands of pounds each year

Investment management: depending on your circumstances, beliefs, views on risk and future goals, we will find the investment solution that is right for you, helping maximise the potential for future returns

Understanding: finance can be complex and uncertainty leads to stress. We will take this burden away from you and help ensure you understand why our recommended solution(s) is appropriate for you and how it can help achieve your goals

Peace of mind: we know that money isn’t everything - it is a means to an end. “Wealth” comes in many forms including in relationships, happiness, freedom and security. We will provide peace of mind that your monetary wealth is taken care of, allowing you to focus on the things that really matter. If you take ongoing services, we will regularly review your Financial Plan so that you don’t have to. We will also get to know your family so that if the worst should happen, they have the comfort that the family’s wealth is in safe hands.

Support: dealing with large corporations can be time consuming and frustrating. We will do this for you and be the only firm that you need to contact to get things done.