What we offer

Our Planning Services

Whether you have a specific question about your finances or looking for someone to help you create a holistic financial plan, we can help you create a more secure financial future.

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What planning service suits your needs?

Financial Planning Service

A carefully designed financial plan can give you the freedom to do even more of the things you want to do and maybe even things you never thought possible.

  • We'll create a financial plan that matches your individual needs and objectives.
  • We can help you become more tax-efficient with your savings with our range of planning tools and techniques.
  • Professional expertise on hand to organise your investments to ensure you are comfortable with your financial decisions.
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Pension Savings Plan

Will I have enough for the retirement I want?

When it comes to planning your retirement, you can’t afford to leave anything to chance. We’ll help you take control, so you have financial security and flexibility over when and how you retire.

Inheritance Tax Plan

How can you mitigate your inheritance tax bill?

Inheritance tax (IHT) planning can be difficult because different emotions and expectations often collide. Think about your situation and start early so you don’t leave it too late.

Retirement Plan

What sort of retirement can I afford?

When thinking about how to draw an income from your retirement savings, professional advice can make sure you take the right decisions for you and your family.

Life stages

Where are you in your life?

Get informed about what you need to know about your finances at this point in your life and find out how financial planning and investment management services could help you.

What account suits your needs?

Choose from our range of accounts, to ensure you make the most of your tax allowances or exemptions, whilst making sure you can access your money when you need it.

Stocks & Shares ISA

Make your savings work harder with our flexible ISA

  • You can shelter up to £20,000 each tax year.
  • No capital gains tax on profits.
  • No tax on dividends from shares or the income earned on bonds.
  • An ISA is in your name only.
  • If you’re looking to invest tax efficiently and want flexibility to access your money when you need it.
Find out more
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Self-Invested Personal Pension

Often the most tax-efficient way to save for your retirement is with a pension

  • You can shelter up to £40,000 each tax year, depending on earnings.
  • No capital gains tax on profits.
  • No tax on dividends from shares or the income earned on bonds.
  • Additional tax relief on your contributions.
  • A SIPP is in your name only.
  • If you’re looking to save for your retirement and don’t need access to your money until you’re at least 55.
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Investment Account

Flexible investing with an Investment Account

  • No limits on how much you can invest or withdraw.
  • No tax relief or benefits. Income and capital gains are taxable.
  • You can own your Investment Account by yourself or with a partner.
  • Can be useful if you’ve already used your tax-free allowances or would like to jointly own your investments.
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Junior Stocks & Shares ISA

Give your children or grandchildren a financial head start with a Junior ISA

  • You can shelter up to £9,000 each tax year.
  • No capital gains tax on profits.
  • No tax on dividends from shares or the income earned on bonds.
  • Your child or grandchild owns the JISA and they can access the funds at 18.
  • If you’re looking to create a tax-efficient savings pot for your children or grandchildren to give them a financial head start.
Find out more
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Latest insights

Planning for the unexpected
Read Mia's story of how she helped Arthur & Rose as their situation changed when Rose started to have ongoing health problems. Opening up the conversation with their daughters helped everyone feel supported.
By Mia Kahrimanovic
Financial Planner
Article
How much can you contribute to a pension?
By Rob Morgan
Spokesperson & Chief Analyst
23 May 2022 | 7 min read
Article
How to avoid seven common retirement mistakes
By Rob Morgan
Spokesperson & Chief Analyst
27 Apr 2022 | 7 min read
Article
When should you consider consolidating your pensions?
By Rob Morgan
Spokesperson & Chief Analyst
27 Apr 2022 | 3 min read

Request a call back

Get a better understanding of your current situation and the options available to you, take advantage of a free one hour consultation with an expert local to you.

0207 739 8200 (Open Mon-Fri, 9am-5pm)

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