Are my investments delivering what I need them to?

From the very start, my adviser made me feel comfortable discussing financial matters and going into great detail to help me understand and make the right decisions for me. He builds up a trusting and friendly relationship.

Investing in your future

You’ve got a range of investment portfolios, but if you’re completely honest, you’re not quite sure where they are heading or even if they are going in the right direction. Sound familiar?

It’s times like this when you need to delegate your finances to someone who has experience in delivering what you need from your investments and make changes when opportunities are presented.

How we can help

Have existing investments that need a sense check? Wish to invest a lump sum? Or perhaps save a regular amount to build up a sum of money? Investing is made easy with our team of independent advisers. They’ll take a look at where you are currently, then identify the options available and recommend the most appropriate solution for your needs and objectives.

Identifying your risk tolerance comes first, and we’ll focus on the potential for negative returns as well as the potential for positive returns.

The value of pensions and investment and the income they produce can go down as well as up and you may not get back the full amount that you originally invested.

Past performance is not a guide to future performance.

  • Providing peace of mind You want to sleep easy knowing that your investments are headed in the right direction. And that’s certainly an added perk of working with us.
  • A range of solutions From single funds to managed portfolios, and passive and active investments. We provide solutions that behave as expected over time to avoid surprises.
  • Committed to regular reviews Savings and investments should be reviewed on a regular basis, so we won’t leave you once we’ve found the solution. We want what’s best for you.

The value of advice

Yes, we offer professional advice and take care of your worries, but our value goes beyond that.

We turn the complex into something simple and enable you to understand your finances. We deal with sensitive solutions with empathy and build a relationship formed of trust. Value might be hard to quantify, but we make it look easy.

More of life’s big questions

Our work encompasses all of life’s major events and we have specialist advisers on hand to navigate your worries.

Can I understand how much money I need to retire?

We know the retirement process like the back of our hands, so there’s no team better equipped to advise you.

Are my investments delivering what I need them to?

Delegate to someone who has experience in delivering what you need from your investments.

How do I make sure my family is secure if I die or fall ill?

Plan ahead to avoid money worries piling up and reaching a point where you’re unable to do anything yourself.

How can I get a mortgage to find my dream home?

Our team of independent mortgage advisers will put their heart and soul into finding the right mortgage for you.

Is equity release the right option for me?

Equity release is a big decision. So big, in fact, that you don’t want to make the decision alone.

How can I take money from my business tax-efficiently?

We’ll work together to achieve the best outcome because we care about you personally and your business.

What do I need to think about when it comes to selling my business?

We’ll be there through every twist and turn, from the first potential sale to telling your employees and beyond.

I’ve received an inheritance, how do I invest it?

Our advisers will go at your pace, advising you on where best to place this newfound money.

How can I minimise the amount of tax paid when I die?

We’ll plan ahead to ensure that more of your wealth goes to the people you choose, rather than the tax office.