What we offer

Our Accounts Options

To make sure your money is in the right account for you, we offer a wide range of account options.

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Which 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.

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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.

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What planning service suits your needs?

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.

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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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.

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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.

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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.

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