Our Services
Personal
Wealth Management for Private Clients and Trustees.
“Saving is a very fine thing, especially if your parents have done it for you.” Winston Churchill
| Protection | life and critical illness cover for family, lifestyle and loans |
| Income Protection | Permanent Health Insurance (PHI), long-term illness / disability |
| Retirement planning | personal pensions, transfers, retirement annuities, early retirement, Self-Invested Personal Pensions (SIPP), income drawdown, annuities |
| Regular Savings | ISA, with-profits endowment, education costs |
| Investment | for income or capital growth, level of risk assessment |
| Tax | Income Tax and Capital Gains Tax (CGT) |
| Inheritance Tax (IHT) planning | estate planning, wills and trusts, codicils, deeds of variation, executor services, guardians |
| Divorce / Separation | marriage / relationship breakdown |
| Mortgages | residential, buy-to-let, re-mortgages, holiday homes |
| Expatriate / Offshore | planning and investment, foreign property |
| Private Health cover | Private Medical Insurance, Long Term Care (LTC) |
“I just wanted to thank you for all your recent help with income protection, retirement plans and university fees - professional as ever. It is great to be able to trust someone as far as financial planning matters are concerned. Do feel free to use this note of thanks if you feel it can help you in speaking to other professionals, especially medical people.”
Professor Richard Welbury
MBBS, BDS, PhD, FDSRCS, FRCPCH