Financial Adviser Services

Wealth Protection

Minimise threats (such as: Income tax, Capital Gains Tax, Inheritance Tax, Long Term Care and Divorce) to your estate and your business. Ensure your family receive what is rightfully theirs.

We will work with you to put measures in place which protect your business, your estate and family from financial threats.

We work closely with tax specialists and legal experts, who offer a range of solutions for the protection of your wealth, both personal and business. naturally, these solutions are varied and will depend upon your own personal circumstances. We can introduce you to a local Solicitors practice for the provisions of Wills and Trusts*

Our protection services include: Inheritance tax planning, Property protection, Power of attorney advice and Business protection.

Tax treatment is based on individual circumstances and may be subject to change in the future.

Plan, Invest and Protect your Financial Assets

Savings and Investments

The right investments can assist you in growing your wealth and protecting it against inflation. We offer a wide range of funds to choose from, along with expert advice that will help you build an appropriate portfolio.

Retirement Planning

wealth management

Regardless of where you are in life, it's important to receive the right advice on your pension requirements. We can help you maximise the retirement opportunities available, whether you're an individual or a business.

Inheritance Tax Planning

We're experienced in providing effective solutions to meet the protection needs of our clients. Whether you require advice on Inheritance Tax or Protection, we can offer the right advice that suits you and your family.

The value of investments and income from them may go down. You may not get back the original amount invested.

A pension is a long term investment, the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax leglislation.

*Will writing, legal services, tax planning and trust advice are not regulated bt the Financial Conduct Authority.