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.

Request a call back

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.

Pension accumulation

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.

Estate planning

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.

Pension decumulation

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

Makes 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
1 of 4

Self-Invested Personal Pension

The most tax-efficient way to save for your retirement is with a SIPP

  • 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.
Find out more
2 of 4

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.
Find out more
3 of 4

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 that they can access when they reach 18.
Find out more
4 of 4

Latest insights

Planning for the unexpected
Read Julie'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 Julie Crombie
Financial Planner
Article
The importance of retirement planning
By Lisa Caplin
Foundation Financial Planning Director, Charles Stanley
25 Nov 2021 | 4 min read
Article
US inflation at 30-year high
By Garry White
Senior Editor
12 Nov 2021 | 9 min read
Article
Planning for the future
By James Hoare
Financial Planner
09 Nov 2021 | 6 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)

We store your data in accordance with data protection legislation and our privacy notice. You can unsubscribe at any time by clicking the link in our emails or emailing us. This site is protected by reCAPTCHA and the Google Privacy Policy and the terms of service apply.