We were built to be Chartered
We're Chartered Financial Planners, helping private clients and companies in the UK to take control of their finances and plan for a secure future. We aim for our standards of service and advice to exceed that offered by other firms.
By choosing a Chartered firm, our clients have the reassurance that they're in expert hands. Our Financial Planners are highly qualified and supported by a team providing in-depth research, technical analysis and excellent client service. Financial planning isn't just about pensions, tax and ISAs; it's also about becoming financially better organised and working together to make sure you are on track to achieve your financial and lifestyle goals and objectives.
Services we offer
Built to be Chartered
By choosing a Chartered firm, our clients have the reassurance that they're in expert hands.
Private clients
We help our private clients in several ways: our core financial planning service, mortgages and insurance.
Investor visas
We advise and facilitate investments supporting TIER 1 (Investor) Visa applications to the Home Office.
Sustainable investing
Our investment experts have a wealth of knowledge and understanding when it comes to helping you decide which funds will meet your ethical beliefs.
Blog
You've used your ISA allowance - what's next?
With the ISA allowance now at £20,000 or £40,000 for a couple, when an investment matures, or you receive an inheritance, a lump sum from a pension, or a generous redundancy payment if they are over this allowance, you may need to consider investing into funds or other investments on a direct basis.
There is an opportunity to lock in minimum pension age at 55
A recent report from the Government proposes an increase to the minimum pension access age from 55 to 57. This blog aims to highlight some of the key issues you should consider to allow you to keep your retirement plan on track.
Only 50% of households with mortgages have life insurance
Only 50% of households with mortgages have life insurance; are you one of them that doesn’t? Donna Tuohy, our life insurance consultant, explains why you need to make sure you and your family are protected.
I always find Dan very helpful and patient. He explains things clearly and intelligently, supporting my confidence in the management of my investments.