...rebuilding my financial independence and security

“After a life changing event, I need to focus on establishing my new goals ensuring my capital is protected and that I can work with a trusted adviser.”

How we can help

Life has many peaks and troughs, and client’s often approach us when they have encountered a life changing event. This may cause them to feel uncertain, and apprehensive about their future financial security due to death, illness, redundancy or divorce.
We have helped many clients through these situations, using cashflow modelling to help ensure we can envisage future income and capital needs, what this means in terms of asset valuations and provides realistic views on the sustainability of current plans

Our other services

When can I retire?

“I need to understand how much I have in pensions, what income it will give me in retirement and how much more I need to invest. I need to know this in plain English, with no jargon and with realistic projections”.

Find out more here.

How can I protect my family in the event of death or illness?

“I need the reassurance that my family will be ok if I am not about or able to earn. I need to ensure they (are debt free and) have enough capital and income for their futures.”

Find out more here.

I want to ensure I pass on as much of my estate as possible....

“I know inheritance tax can often being mitigated and I would like to explore how to utilise the options available to me, to organise my estate and minimise the liability payable”.

Find out more here.

I want someone to help me organise.....

“I need to tidy up my investments, manage it more efficiently and ensure it meets my overall goals.”

Find out more here.

As a business owner I need to know..

“How to draw tax efficient income from my business, how to use my pension fund to buy my business property, how to protect the business against the loss of key employees, how to make sure my family get my fair share of the business value in the event of my death.”

Find out more here.