What we do

Diagnose – Prescribe – Monitor

The majority of our work is with clients who are planning, near to, or in retirement and very often working with their other professional advisers. Our service is comprehensive and highly personal. Here are just some of the areas in which we specialise:

• Investment management for income / capital growth

• Personal protection

• Pre and post retirement advice, planning and implementation

• IHT mitigation - trust and estate planning

• Long term care

• Equity release

• Divorce including pension splitting

• Planning only services, eg tax planning