Telephone: 01943 871627
Our clients are typically approaching, or at, retirement, with investable assets of at least £200,000. They have worked hard for many years, and now they want to know that they have the means to enjoy the retirement they deserve whilst also securing the future for their family. They will appreciate that this usually involves holistic financial planning.
If this is you, you will need an adviser who you can trust to help you identify your goals, and meet them. You want to be confident that your investments are being professionally managed and that you are receiving the best return, and importantly that you are not paying excessive charges.
You appreciate the importance of regular financial reviews and want to feel confident that you have control over your finances.
You may need clarification on what the new pension freedom rules mean for you. You may need help in balancing your personal needs and leaving a legacy for your loved ones. Increasingly, we are also finding many of our clients need help in the financial aspects of looking after elderly parents and relatives. Click below for more information, or to get in touch with us to find out more.