Financial Planning

A flexible service available for those who require a one-off piece of financial advice

Tell us what you want to achieve financially, whether it’s consolidating a career’s worth of pensions, security for your family or looking to access specialist investments.

Whatever it may be, with the help of our highly qualified financial planners you can receive advice on a specific goal on a one-off or short-term basis.

Who the service may be suitable for

Anyone requiring a one-off financial planning review or advice on how to achieve their retirement objectives, mitigate their estates liability to inheritance tax or plan for long term care
Those who would like to understand how much they can save into a pension, have Lifetime Allowance (LTA) concerns or wish to review their Final Salary Defined Benefit pension
Families and businesses wishing to protect their loved ones and interests; Life insurance, critical illness cover, income protection and key person protection
Those who require access to specialist investments; Venture Capital Trusts (VCT), Enterprise Investment Schemes (EIS) and Business Relief (RR)
Those who are happy to pay a transactional fee based on the time taken and the financial advice provided.