You may be the owner of a business, a company director or you may have already reached retirement and want advice on the best way to manage your finances, investments, retirement portfolio and reduce any potential tax liabilities. 

You may have a very busy family and work life, but do not always have the time to really focus and review your personal finances and quite often important decisions are deferred which can have a detrimental effect on your financial wellbeing.

Our advice is sought usually when individuals are faced with a major financial decision, such as impending retirement, the sale or exit from their business or where an inheritance has been received. It is at times like these, that our guidance is most valued and we can help you by clarifying and defining your goals and organising your financial resources effectively. We work with you to review and analyse your existing pension and investment portfolios and provide an unbiased and impartial view to ensure that they remain suitable for their purpose.

Typically you will be serious about your money, have worked hard to accumulate it and want to make best use of it. You will be the type of individual who is happiest when you have a plan, with clear objectives to enable you to live and enjoy the life you lead.