Fully independent and confidential financial advice.
We can save you thousands on old style plans
What our clients say
I wanted to meet a firm that could
help explain and arrange a set of
lump sum investments and to look
at my current plans and retirement options
in the future.
Very happy with this firm.
I wanted to know and be secure that my financial future and every chance of hitting
the targets that I wanted to achieve
and to understand the pitfalls going forward
like taxes and IHT.
We are very happy with the overall and inclusive financial device as given to both the Directors and employees of our growing firm.
We now have an action plan going forward and my business partner and I have protection against any uncertainty going forward.
After a very professional meeting I came away with a better understanding of both my current NI pension situation and I now
have a value going forward so we can
Our separate retirement policies are now
back on track and we now have a better
understanding of all of the terms and charges coming out of our many plans.
We have rearranged lower charges and a slightly higher risk profile as we were
mistakenly in a “cash” fund for 4 years.
So we saw no growth.
Highly recommended firm
I was concerned that I was not getting best value on my existing policies and they were
over 15 years old since inception.
I have now had a chance to both understand
and to review the plans.
I am happy with the sudden progress and
mitigation of future IHT taxes going forward.
We were so glad to be able to sit and speak to a real person and to understand our financial
situation with current taxes / investments
and obvious inheritance tax problems.
We have now set up savings for both
our children so they might be able
to afford a flat in the future with
Both our own retirement plans have been
adjusted for a fairly fee structure and
a wider choice of funds for growth.
Mr East helped me re arrange both my Will and IHT potential tax issues.
I am relieved to now understand the IHT rules and to see where spousal exemption
can help me and our estate going forward.
I am glad to have made that call and set up
I was worried about my retirement options and current planning.
With the monies saved I have been able to afford to contribute more and so
increase my fund values.
The growth has increased within the first 6 months.
I will need further advice too - highly recommended.
A very professional motivational
talk followed by a financial discussion
to explain all the options to both
new and current employees.
We have booked his for a second session.
My daughter and I have a portfolio after the sad death of my husband.
Mr East assisted us in sorting everything
and now we fully understand what we have
and where we are going - forward with both growth and security on the plans and the whole estate values.
We are very grateful.
I would highly recommend him to all my contacts.
As a small business owner, I wanted to
look after my staff with a retirement plan and I wanted to ensure that my own affairs were
in the best shape going forward.
I now have reduced charges and fees being deducted and better growth on my older plans and I now actually understand them !
Highly confident on his advice.
With the assistance of Mr East and his team,
I now have both a better investment portfolio
action plan and less charges.
The growth has increased and I have better understood the fund choices and risks going forward.
I did not realise what I was missing out on
all of these years as I was just too busy to
really look and discover.
I enjoy our meetings - I have referred my work
contacts to him too.
Mr East explained why my bank and provider charges were taking over £6,000 each year out of my plans and we have swapped it to less than £2k per year.
I wish I had met him a few years ago - highly recommended.
Mr East discovered that I was paying over 6% per year in fees for some of my bank products.
His was simply swapped to a less than 2% fee.
I am now very happy but disappointed with paying over the odds to 3 banks for over 5 years. It has cost me a lot of monies.
I have managed to get my credit rating improved and now I am on target to saving towards my own property.
I have started a pension too with his firm.
I am very happy with his advice.
Steven helped me above and beyond with my divorce and the financial and child matters.
He really explain each stage and I would have been lost without his assistance.
He did not charge me enough for his time and efforts and I will always be entirely grateful.
He found all sorts of discrepancies in the
otherside submissions which boosted my case.
We are proud to offer simple solutions to many individual
or complicated financial concerns.
Being independent since 1996 we are adaptable to many
changes in the tax laws and
looking for growth in investment funds.
Let us help you choose your own retirement date.
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IHT - tax planning
Where to find us
Head office address: 52 Robin Hood Lane, London, London, SW15 3PX