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Our Approach

It’s all about you and your future

For us, financial planning isn’t all about money. We’re not interested in chasing exciting investments or finding tax loopholes. It’s about enabling you to live your best life with what you have. We’re here to give you the confidence and security to look forward to the future and pursue your passions without financial worries.

Think of us as your financial ‘architect’. You come to us with bricks and steel in the form of pensions, savings and property – from this, we help you to understand what kind of retirement you can build. Then we help you get there.

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How we can help you

  • Pensions advice

    After decades of hard work, you’ll want to make sure you make the most of your benefits. With years of experience as in-house pension transfer specialists, we can talk you through your options and help you make the right decisions for a secure future.

  • Investment planning

    Our investment philosophy is built on extensive research to offer a sensible and highly effective way to invest your money. We’ll look at what you have, together with your situation, income needs, goals and risk appetite, to find the best portfolio for your wealth.

  • Tax planning

    We know that tax is a pain point and we’re ready to take that pain away. As well as helping with tax returns, we can review your income tax, capital gains tax and inheritance tax options to make sure your income and assets are tax efficient.

How we work together

Everything starts with getting to know each other. This happens in our first, no-obligation meeting.

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    For you

    It’s a chance to understand more about our approach and the difference we can make to your life – before and after you retire.

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    For us

    It’s an opportunity to understand more about your current situation and future aspirations and to assess whether we’re the best fit for you.

What the client journey looks like

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The here and now
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The here and now

We sit down together and build a clear picture of your financial situation now and where it’s headed in the future.

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Working on your future
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Working on your future

Now we’ve got detailed information about your situation and goals, we work with you on transforming your future life decisions to craft the retirement you want.

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Are we right for you?
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Are we right for you?

You’ve 'test driven' our planning service, now we assess if we’re the right fit for each other, and you decide whether our ongoing service represents value for money for you.

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Actioning your financial plan
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Actioning your financial plan

Given the green light, this is where we start putting in place the agreed investment and pension arrangements to get you where you need to be.

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Annual forward planning
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Annual forward planning

We’ll sit down each year to freshen up your plans, taking account of new decisions, changes in the world and to update you on how your investments are doing. While these are scheduled meetings, we also have an open-door policy so you can meet with us as often as you like.

What our clients say

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Ready to get your retirement on the right track?

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The retirement jigsaw: a 7-piece puzzle

Our free guide outlines seven key things you need to know to build a complete and fulfilled retirement.

Download the guide