We’re completely independent, which means we aren’t bound by any in-house products or fund ranges. Using Evidence-based Advice, we can actively seek out the best-in-class solutions to meet your needs, free from any bias or conflict of interest. We use a unique blend of economic theory, empirical analysis, & behavioural science as guiding principles in the pursuit of the optimal.
We offer a comprehensive service, using our unique evidence-based advice to design a bespoke "flight plan" to map out where you are vs where you want to be. We'll then act as your "pilot" to guide you through an ever-changing landscape of financial markets, legislation, taxation, and much more.
What's included in a comprehensive financial plan?
- Net Worth and Cash Flow (Debt, Budgeting, Cash Flow Analysis)
- Risk Management (Health, Life, Long Term Care & Sickness Analysis)
- Investment Management (Portfolio Analysis)
- Tax Management (Income tax, inheritance tax, capital gains etc)
- Retirement Planning (Scenario Planning, Drawdown, Flexi-Access etc.)
- Estate Planning (Review of Wills, Trusts, etc.)
We can also work on a fixed-fee basis and can undertake specific project work, for example, focussed advice on a specific issue or one-off tax calculations etc.
76 King Street, Manchester, WA14 5NQ
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