Financial planning
If you are looking to have the peace of mind that your finances are well organised, with a structured plan that could help you achieve your personal goals, then Comprehensive Financial Planning is for you.
Highly personal service
We provide a highly personal service so we understand your current financial position and can assist you in establishing your individual goals. We work with you to construct a detailed plan of action with recommendations for the future and then, once you are satisfied, we implement the plan.
We stay with you allowing us to review the plan on a regular basis to help ensure that you stay on track, taking into account changes that affect your needs and circumstances.
“I was having a look at my latest statement of my portfolio and I can't thank you enough for the superb job you are doing for me. In these difficult economical times you have managed to show me a very good return on my investments and more importantly have protected my investments from a loss. I feel confident that your advice will ensure that Selina and I will not be plunged into poverty during our retirement years.”
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Latest financial news
Show me the money
102.3 billion withdrawn flexibly from pension pots since 2015 Seven in ten people who withdrew funds from their pensions over the last decade were under
Evolution of bonds
Increasing awareness of intergenerational wealth transfer A significant proportion of people (47%) plan to pass on their wealth to future generations, with over a third
Unlocking financial freedom
Save, invest and grow your wealth for a secure future A Self-Invested Personal Pension (SIPP) is a type of personal pension that provides you with