Private Clients

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As financial planners and wealth managers we have plenty of tools to try to reduce future financial uncertainty – from savings, investments and pensions to life and health insurance and inheritance tax planning.

 In the following sections we detail the steps we go through with you to make sure we use those tools most effectively. In short this involves discovering where you are now in terms of your finances, your attitude to investments and your goals for the future.

That seems on the surface to be pretty simple and we aim to make our service and recommendations as clear as possible. However, we’ll be using our investment knowledge and a variety of research and assessment techniques to try to make sure we are being as effective as we can with your money.

In practice that means being tax efficient, monitoring investment risk and also assessing the impact of life’s ‘what-ifs’. It also means ensuring we remain ‘independent’ – we have no commercial ties to any product or investment providers.

Finally, a reminder that our first meeting is free and there is no obligation on your part – so feel free to contact us.

financial planning
retirement planning

wealth management