What We Do

 

Our aim is to keep you on the road to achieving your financial goals by creating a Plan4You!

As a company we will act as your Personal Satellite Navigation System. You will explain to us where you are today and where you want to get to and we will create a plan that is designed to help you reach your Financial Destination. On route things can happen in life that take you off track and just like your ‘Sat Nav’ in the car our job is to make sure that you get back on the right track as quickly as possible.

With our many years of experience we can help you in the following areas:

Investment planning and wealth management:

There are many different types of investments, each of which has a different structure, different tax treatment and implications for investors. We can help guide you through these choices.

Pre and post retirement planning:

With changes in legislation, pensions have now become highly complex. We aim to simplify the whole pension process by looking at your private pensions and state benefits. We can provide pension planning for individuals and companies to help achieve your retirement goals.

Inheritance tax

Preserving the wealth that you have built up over the years for your family should be a primary consideration. There are a number of ways that inheritance tax can be mitigated and we can advise you on the best solution for your circumstances. The Financial Conduct Authority does not regulate tax and trust advice.

Family and business protection:

The loss for someone who is financially dependant on you can be devastating. If it is your family or your business partner then we can ensure that they are financially protected should anything happen to you.