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Securing Your Future

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  Personal Finance

The first thing we need to establish with our clients is clarity. We need to understand your current position, how you got there and most importantly where you want to go in terms of your finances.

We can then tailor an individual plan to meet your needs and aspirations regarding the future.

We know from experience that all of our clients has specific and unique requirements and we do our best to ensure that each and everyone of these needs is met.
We cover all aspects of financial planning including the following;
  • Investments and Savings: we can advise and implement a bespoke package of investments and savings, drawing on options including ISAs, ethical investment products, investment bonds, investment trusts, property investments and offshore opportunities.
  • Insurance: the right protection products will ensure that your loved ones have financial security in the event of your death provide you with a regular income if you are unable to carry on working due to incapacity or illness.
  • Mortgages: in a challenging mortgage environment, expert advice can help you to source mortgages or re-mortgages that are right for you and which might not otherwise have*.
  • Equity Release: this is a useful option for freeing up money tied up in your home but expert advice is essential. We may be able to identify other options for boosting your income or giving you the lump sum that you need or if you do decide to go ahead, we can help identify the type of scheme for your circumstances. **
  • Pensions: with retirement now likely to last 20 years or more, expert advice on affordable pension arrangements can help ensure you achieve financial security in later life.
  • Inheritance Tax Planning: when you’ve worked hard during your life, you want the wealth that you’ve created to benefit the people that are important to you when you are no longer around. We’ll explore options to reduce inheritance tax planning on your estate, for example through gifts and trusts, while helping you to retain enough capital and income to give you a comfortable standard of living in later life.
  • Private Medical Insurance: We tailor a bespoke Health Insurance Plan to ensure you are treated speedily in good surroundings.


*Your home may be repossessed if you do not keep up repayments on your mortgage.

**Please ask us for a personal illustration.