Although our head office is in Chester, we deal with clients all over the UK, with a growing hub in London.
We specialise in:
- Investment planning and tax mitigation
- Retirement planning, helping especially with decisions at retirement, pension splitting on divorce and pension consolidation/transfers.
- Inheritance planning
- Trustee and Corporate financial planning.
Most of our clients are either retired, approaching retirement or have accumulated wealth at a young age as a result of an inheritance, owning a business, injury compensation or property sale.
Our clients have told us they appreciate that we really listen to them, help them create a long-term strategy, do it in a language they understand and provide lasting value for money.
To help you with your search for an IFA, an adviser can be qualified to:
- Diploma level (basic minimum industry requirement)
- Chartered (equivalent to a university degree), held by around 20% of advisers
- Fellowship (highest industry qualification), held by only 5% of advisers in the UK.
It is important to note that a firm may be Chartered, but the individual adviser assigned to you may not be, so do ask the question!
Whether you are an individual, a small business owner or trustee, our expertise and guidance will help you build, manage and protect your wealth, creating peace of mind during the process.
We formally commit to review at least once a year. This ensures your strategy remains realistic, flexible and suitable. We will help you to protect and grow your wealth, leaving you to enjoy it.
For further details about us, our service and awards, visit our website at <url hidden> or contact us to arrange a free, no obligation, initial consultation face-to-face or remotely.
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