Personal Clients


Personal Clients

Our focus is on getting to know you and your individual financial objectives and designing solutions to help you achieve them.

We can work with you to create a more structured and diversified financial solution. Our services cover a number of areas including:

  • Pension Planning
  • Options at retirement including Drawdown Pensions and Annuities
  • Pension Performance Reviews
  • Savings and Investment
  • Inheritance Tax Planning 
  • Family Protection including Death, Long Term Sickness and Critical Illness
  • Pensions and Divorce
  • Hollistic Financial Planning
Investment Growth
Whether it is for Lump Sum Investment or for Pension Planning, investment success comes from the consistent application of a robust process. Having established your objectives and individual attitude to Investment Risk, we will recommend a diversified investment portfolio to suit your needs. We will actively avoid overly complex investment products where the value to the end investor is unclear. 

Keeping an investment portfolio under regular review is just as important as the initial investment decisions. We look to build a long lasting relationship with our clients who we encourage to adopt a regular review process. Adopting a regular review process will enable us to rebalance the portfolio asset mix and to identify funds which may be in need of replacement. This avoids a portfolio developing too much or too little risk over time as funds change in value and helps to ensure your money continues to work hard.

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