Who we help
We tend to work with three groups of people.
Approaching retirement
At retirement
Business owners
The questions we get asked
Clients often come to us with similar questions, such as…
I want to retire as soon as I can, when will this be possible?
How much money will I need to live the lifestyle I want in retirement?
I don’t feel in control of my future, what do I need to do?
Am I maximising my allowances?
I don’t want to worry about money anymore, how do I get there?
How can I make sure I have enough money to pass on to my kids?
Am I saving enough for the future?
I lack confidence and knowledge with the detail, will you communicate at ‘my level’?
Alternatively, clients will approach us with very specific requests regarding their pension, investments, or inheritance tax.
Either way, we work with clients to help them see that focusing on one small aspect of their financial affairs can often be short-sighted.
It’s a bit like if a football manager focused all their efforts on improving just one player. Sure, that player will improve, but it takes the whole team to be successful.
This is where the value of holistic financial planning comes into its own. We build a comprehensive picture of your current situation, establish your goals and a timeline for achieving them, and take the concrete steps to make them happen.
Either way, we work with clients to help them see that focusing on one small aspect of their financial affairs can often be short-sighted.
It’s a bit like if a football manager focused all their efforts on improving just one player. Sure, that player will improve, but it takes the whole team to be successful.
This is where the value of holistic financial planning comes into its own. We build a comprehensive picture of your current situation, establish your goals and a timeline for achieving them, and take the concrete steps to make them happen.
Read our FAQs
Are we a good fit?
If this sounds like you, it’s likely we’ll work well together:
You have financial goals you want to address, but aren’t sure how
You want to understand your long-term challenges and opportunities
You are thinking about, or approaching, retirement
You want to build a long-term relationship with a financial adviser who will create a plan to look after you and your family
If this sounds like you, it’s unlikely we’ll work well together:
You want to 'beat the market' or have us promise you '£x' returns
You see us as instruction takers or as simply investment managers
You’re only looking for a one-off piece of work
You’re not prepared to put the time and effort into working with us