What we offer
Our Financial Planning Services
Whether you have a specific question about your finances or are looking for a professional adviser to help you create a holistic financial plan, we can help you create a more secure financial future.
Your questions answered
Get answers to your financial questions, helping you and your family to create a more secure financial future.
Am I saving enough for retirement?
When it comes to retirement planning, you can’t afford to leave anything to chance. We’ll help you take control of your financial goals, so you have financial security and flexibility over when and how you retire.
How can I reduce my inheritance tax bill?
Inheritance tax (IHT) planning can be difficult because different emotions and expectations often collide. Think about your situation and financial goals – and, start early so you don’t leave it too late.
Am I managing my money effectively?
We all have different situations, finances, and plans, but there are common aspects of our finances that we all should check are in order.
Can I afford to retire?
The age you retire depends on how much is saved so far and how you want to draw an income. Gain a better understanding of your savings and the best way to use them during retirement.
Life stages
Where are you in your life?
Get informed about what you need to know about your finances and tax planning at this point in your life and find out how financial planning services and investment management services could help you over the long term.
Choose from our planning services
Whether you have a specific question or looking for a holistic financial plan, we can help give you financial peace of mind.
Holistic Financial Planning
I would like ongoing support from a dedicated financial planner
A carefully designed and personalised 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 simple financial plan that matches your individual needs and objectives.
- We can help you become more tax-efficient with your savings with our range of tax 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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Financial Plans
I would like a financial plan for retirement or to manage inheritance tax liability
Each of our Financial Plans provide guidance and streamlined advice around a commonly asked financial question for people with non-complex needs.
- Choose from one of our plans that will provide you with the answers to the specific question or financial topic.
- We use technology where it adds value through interactive tools and online resources – and bring in real people where it matters so you can speak to an expert.
- For a one-off fee, our professional financial planners will help you understand your current situation and give you a clear and actionable advice with a simple and low-cost financial plan.
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Wealth Management Service
I would like combined financial planning and investment management advice
Entrust your dedicated Financial Planner and Investment Manager to provide you with a holistic financial plan and personalised investment strategy.
- We’ll explore your requirements to create a financial plan that matches your individual needs and financial goals.
- We'll give you confidence in your investment decisions based on your investment strategy.
- We’ll form a secure financial future for you and your loved ones.
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Latest insights
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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.
Still not found what you were looking for?
Save
Account options
To make sure your money is in the right account for you, we offer a wide range of account options.
- Self-Invested Personal Pensions (SIPPs)
- Stock & Shares Individuals Savings Accounts (ISAs)
- Individual and Joint Investment Accounts
- Stock & Shares Junior Individuals Savings Accounts (JISAs) for your child or grandchild
- Cash Savings accounts
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Invest
Investment Services
We provide a wide range of investment services suited to your different needs, offering flexibility and choice so you can be involved as much or as little as you like with your investments.
- We offer several professionally managed investment services, from Bespoke Discretionary to Advisory Dealing
- We offer a number of do-it-yourself investing options, whether you prefer to manage this online or over the phone.
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Financial Coaching
Speak to a real-life financial coach, who can help you gain clarity around your money situation and take the next steps with confidence.
Request a call back
Get a better understanding of your current situation and the options available to you, take advantage of a free consultation with a financial expert.
0207 739 8200 (Open Mon-Fri, 9am-5pm)