Wealth Management

Savings and Investments

Whether you are looking to set up a small nest egg, invest a large sum or require financial planning advice, we can provide a no obligation financial review.

Before we make any recommendations, we offer a full review of your financial circumstances to establish your financial goals, aspirations, and the level of risk you are willing to take.

As independent financial advisers, we have access to many different investment opportunities, which we monitor on a regular basis. Applying our market knowledge and experience and using the analysis tools available to us, we can identify the most suitable and tax efficient solution for your circumstances.

Our jealously-preserved independent status means we deal with the whole of the market, and will advise you on everything from Cash ISA rates up to complex investments and trusts, and even off-shore planning.

Currently the subject of heated debate, tax avoidance is not only lawful but sensible. No-one has the right to pressure you into paying tax you don’t owe! Tax mitigation is anti-social only when it abuses legal rules, conceals investments, etc. Rest assured - we will play no part in any underhand practices. We can consolidate all your investments and pensions into one ‘wrap’ account if it’s appropriate, making it easier to keep track of everything and often providing a better net return.

Naturally, we can review your funds on a regular basis to ensure they continue to meet your aims and objectives.