The people who get most benefit from what we do and to whom we can make a significant difference are typically individuals and couples planning for or transitioning to retirement. They may also already be retired.
Consequently they are likely to be aged 50 plus with investible assets or pension funds of at least £250,000.
They are likely to be (either now or before they retired) Business Owners or Senior Executives and Professionals and will be higher rate taxpayers. That may still be the case, even for those already retired.
We help you to define, achieve and maintain lifelong financial security and peace of mind that provides you with the freedom to do the things you want to do without the worry of ever running out of money.
West Wing, The Old Dairy, High Cogges, Witney, Oxon, OX29 6UN
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