Whether you have a lump sum to invest, want to put money aside to cover future expenditure (such as school fees) or wish to invest to generate additional income in retirement, we can advise and assist you on setting up new investments.

We can also carry out reviews of existing investments to comment on their suitability to meet your objectives and needs and to make recommendations for changes that may be necessary.

We offer an initial fact finding meeting held at our expense when we will get an understanding of your current financial situation, your investment goals and your attitude to risk. The key points of that meeting are summarised in a letter to you, along with the indicative costs of us assisting you, so you can decide if you would like to proceed.

Our advisers can research and make recommendations on investment plans which would be suitable for your needs, as well as providing an optional ongoing investment service, where we carry out annual reviews of your plan to ensure it remains suitable for your needs and to make any changes as necessary. Full details of the charges for our various services are included in the download from Our Charges.

Please contact us for more information or to arrange a free, no-obligation consultation with one of your advisors

    I am interested in the following (required)
    Retirement PlanningInvestment AdviceLater Life PlanningLong Term Care PlanningEquity ReleaseFinancial Protection

    What kind of consultation/meeting would you prefer?
    In personBy telephoneVia Zoom