What We Do

We are active about what matters and proactive in anticipating how changes in your finances or personal goals may affect your strategy. Below is a list of services that our members offer.

Lifestyle Financial Planning

Establishing and managing your future cash flow requirements, based upon your goals, aims and aspirations.

Inheritance Tax – Estate Planning

Proven ways to reduce or avoid inheritance tax liability, in conjunction with your accountant and other taxation advisers.

Asset Management

Risk profiling & design of suitable asset allocation.
Portfolio design and construction.
Maximising tax advantages.
Ongoing portfolio monitoring & rebalancing to ensure investments remain on track.
Written portfolio valuations


Advice, reviews and consolidation.
Value added strategies using self invested personal pensions (SIPPs).
Maximising pension opportunities post April 2015.
Advice on company and private pension arrangements.