Those building wealth
The sooner you start planning for financial success, the greater the rewards will be as you approach retirement, and tailor-made advice can help.
How we help you
In your 20s, you probably didn’t give a second thought to what your financial future would look like, but climate change, the global pandemic and increased awareness of mental health have brought intergenerational wealth discussions nearer to the top of the agenda. As you pass 30, you begin to also wonder how to get more from the money you’re working so hard for, which is another good reason to work with a financial planner.
Whether you’ve enjoyed a recent windfall or are simply climbing the career ladder, we have the experience to help you accomplish your goals. With us, you’ll have a trusted partner for every stage of your journey to retirement and beyond, taking into account competing solutions to bridge the gap between where you are and where you want to be.
Some of the ways we can help you include:
Demystifying the financial planning and advice process
However comfortable you are in dealing with your finances, we’ll explain the benefits of a good plan, and provide options for your future financial well being.
Offering pointers as you progress through your career
As your salary rises, you’ll face many important decisions and perhaps a lack of time, advice from a professional financial planner can help you get them right.
Supporting you after you’ve received an inheritance
Getting a lump sum can be hugely beneficial, but you should take advice on using and investing it wisely. We have both personal and professional experience to explain your future financial options, taking into account ethical preferences.
Providing straightforward advice that you can rely on
Throughout our relationship with you, we’ll share expert guidance and insight that’s in as simple plain English as we can make it
Why you need Chartered Financial Planners
The prestigious title of Chartered Financial Planners represents the gold standard of professionalism and capability. We’re proud to have been granted this exclusive award each year since 2008.
Chartered status is awarded by the Chartered Insurance Institute (CII), subject to an annual reassessment. This means you’re working with a business, meeting a ‘Gold Standard’ relating to professionalism and capability. We follow a demanding code of ethical practice with your best interests at heart.Why choose us
Choose us, and you’ll benefit from our simple, six-step financial planning process.
The thirty-minute initial meeting is at our expense with no obligation. This gives you the opportunity to tell us your aims and objectives, and find out how we can help you achieve those goals.
You can sit back and relax while we gather full information about your current affairs. This includes details from a range of different areas depending on your individual circumstances, including asset allocation, income, taxation, and pension provision.
You’ll get a written report which considers your circumstances, and the options from your existing arrangements reviewed against the open market. Where appropriate, this will include projections and forecasts.
In our second meeting, we’ll explain our recommendations for achieving your aims and objectives. You can decide on the next steps you’d like to take.
If you’ve chosen to ask us to proceed, we’ll carry out any agreed actions for you. These include completing and submitting application forms and paperwork, tracking progress with product providers, and producing policy documentation.
You’ll have access to a range of aftercare services, depending on your particular financial arrangements and the complexity of your affairs.
What our clients say
Read testimonials from some of our valued clients and learn more about the help we can offer.
Our client survey results
See what our valued clients had to say about their experience of working with us.
of clients believe that working with us has helped or will help them to achieve their financial goals
of clients would recommend us to their friends, family or colleagues
of clients were very satisfied that we understand their needs and objectives