Individual planning

Here to support you with quality financial advice you can trust. Our help encompasses a wide range of areas.

Care fee planning

Figuring out how you’re going to pay for long-term care can be challenging, especially if you’re unsure about what is and isn’t available to you. Our team has a wealth of experience in helping people fund care in later life, whether for you or a loved one.

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Equity release

If you’re aged 55 or over, then you’ll be able to release tax-free cash from the value of your home. But that’s not to say that equity release is the right route for everyone who is in need of extra money. We’ll work with you to find the right product and provider for your needs.

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Financial protection

Having the right protection in place is a lifeline if you’re faced with a serious illness or death. You never know what’s around the corner, so ensure that your finances are protected, and your family is looked after. There are various forms of protection, and we will advise on what’s best for you.

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Retirement planning

Making the right decisions about your pension and retirement can be overwhelming if you do it by yourself, as there’s a lot to consider. We offer tailored advice to ensure that you feel confident about your retirement and exactly how much you’ll need to retire comfortably.

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Savings and investments

When you make the decision to save and invest your money, you’re making a smart move toward achieving future goals. You can do this alone, but with a financial adviser, you will achieve so much more and get the best possible results by making your money work harder.

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School fee planning

Understandably, you want what’s best for your child and you consider private education to be an investment in their future. We’ll discuss with you the tax-efficient strategies and best ways to start saving for your child’s education and any additional costs that may arise.

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Tax planning and mitigation

Nobody wants to pay more tax than they need to. Financial advice from our knowledgeable team will help to legitimately reduce tax liabilities, protect your assets and preserve your wealth for future generations.

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