top of page
.png)
Financial Advice for Successful Professionals.
We provide financial advice to Directors of Businesses and Successful Individuals who are looking to ensure their personal financial security.
Personal Financial Planning for Directors & Senior Executives.
Our financial planners are experts at enabling busy professionals who are thinking about retirement to identify and build their dream future.
.png)
Develop a personal financial plan and wealth strategy that ensures you can retire when you want to.
Fund the lifestyle you desire and know that you have enough money to afford the things you want to.
Ensure that any income you receive is used in a tax-efficient manner and is kept safe.
Invest your money in a way that is aligned with your goals and objectives and is based on evidence (not speculation).
Ensure your family's financial future is protected and your financial legacy will prevail down the generations.
It's down to you.
We believe that the best financial advice is personal, and that's why when we work with directors and individuals, you get to decide how your future looks.
Financial Advice that sticks.
Our financial advisers are experts in building personal relationships over the long-term, to help individuals to grow and protect their wealth.
Our Process.
1. Understanding You
After your initial enquiry, we will arrange a time to meet, either face-to-face or via a video call in order for us to get to know one another. We know work can be demanding so we’ll be as flexible as possible to find a time that works for us both.
During this meeting, we will ask you questions about your personal situation, your values and also your business. We’ll also talk about how you want your future to look and how you would like to exit your business, when the time comes.
%20(1).png)
2. Creating Your Financial Plan
Once have agreed we will work together, we then obtain all the necessary information on the pensions, investments and insurance policies you hold currently. You may have built up a number of pensions having worked at various companies and we will request the required paperwork directly from the pension provider for each of these. We will bring all this information together to establish whether they are invested in a way that you are comfortable with and whether the assets you have built up are still in the right place.
3. Discussion & Agreement
We’ll then arrange a second meeting, during which we will discuss our findings and present you with our advice. We will talk through the reasons behind our recommendations and explain the benefits and any disadvantages of following our advice. We’ll talk about the options we have regarding the underlying investments to ensure you fully understand how your money is going to be invested.
4. Taking Action
Once we have agreed the best course of action, we will implement this for you. Importantly, we take the hassle of dealing with the pension and investment providers away from you so you can focus on the things important in life to you.
We’ll also help you sort out your paperwork, helping you tick off another task from your to-do list.
5. Track & Update: Ongoing
We will work closely with you to ensure that you remain on track, liaising with you at important points throughout the year. We’ll ensure that the relevant actions are taken ahead each tax year and focus on the parts of the Financial Plan you can control, while switching off from outside noise. We ensure the level of risk that you are taking with your investments is suitable for the future you are building and allows you to sleep well at night.
Every 12 months...
Our Annual Planning Meeting will be used to reconfirm your goals and update your Financial Plan with any changes in your priorities. You will enjoy the peace of mind that a trusted expert is always at the end of a call or email to answer any questions you may have.
bottom of page