WHO WE WORK WITH
Our clients are generally either business owners or professionals planning for retirement or actively retired. They value honesty, integrity and straight talking and require a relationship with a professional adviser which they believe delivers value for money. They require someone to pro-actively sort out their financial affairs so that they can be understood and ongoing administration is reduced.

Our clients tend to have the following traits:
- They would like to understand, simplify and bring order to their financial lives
- They are prepared to act to implement agreed financial planning strategies
- They welcome professional advice built on mutual trust
- Are looking to achieve, or have already achieved, financial independence

OUR CORE SERVICES
Our proposition is built on financial planning. Taking a holistic approach to achieving financial well being and peace of mind. This will often include many of the areas below and is usually dependent on the clients lifestage:
- Retirement planning; funding retirement lifestyle choices
- Passing wealth to future generations through trust and estate planning
- Investment planning; managing established portfolios
- Gifting to charity
- Wealth accumulation; strategies to build investment portfolios
- Funding school and university fees
- Inheritance, income and capital gains tax mitigation