We take a keen interest in the latest thinking in financial advice and planning. Logic, an understanding of human behaviour, academically validated investment strategies and risk analysis combine seamlessly with the latest technology to deliver our service to you.
Our clients benefit from the considerable knowledge, training and expertise of highly respected wealth managers and financial planners. You will have a formidable team working for you.
We have experts in a very broad range of areas: investment, sophisticated tax planning, pension transfers, dividing pensions on divorce or dissolution, funding long-term care, releasing equity from your home, mortgages, and employee benefits.
Advisers can call upon their specialist colleagues to advise on issues about which they do not have the required depth of professional knowledge.
In addition to providing expert financial advice to private clients, we work with employers to design and implement benefits packages as well as provide financial advice and education in the workplace.
We run workplace seminars for employees who want to know more about particular topics and surgery days for those who need a personal financial review.
Contact me on firstname.lastname@example.org or to find out more or call me on 020 73820437