Our services

/Our services

We can offer advice on:

  • Savings and Investments
  • Retirement Planning
  • Inheritance Tax Planning
  • Life Assurance and Income Protection
  • Wealth Management

Please note that we do not make any charge for an initial meeting and we can make arrangements to visit you in the comfort of your own home.

Our fees will be discussed at our first meeting and we do not charge until these fees have been agreed.

Following this we will consider your needs, aims and aspirations before writing a detailed report. We will discuss the report face-to-face in a follow up meeting at which we will fully explain our recommendations and agree affordable priorities to assist you in achieving your objectives.

Thereafter, we can meet on a regular basis to ensure that we continue to provide our expert advice.