What do we do?

For some it is a 'financial GP' and 'hand-holding' service.   For others it is perhaps a second opinion.  Some people find money worrying but with our help they can overcome their fears.  We:

Doctor

We don't take on one-off projects such as school fee planning or pensions, although we do advise on them as part of a financial plan.  We don't think any one subject should be treated separately. 

How do we do it?

We establish what you and your family want to achieve with your lives and devise a financial plan around this.

 We take into account:

Calculator

Education

Wills

Island

Working with other advisers

We are happy to work with your existing advisers such as solicitor, accountant, IFA and investment adviser.  We can provide our own contacts if required.

Family members

We can liaise/work with other family members for example a widow/er may want their children to be involved.