No 2 The Bourse, Boar Lane, Leeds, UK, LS1 5DEMake an enquiry
We are an award-winning, Chartered financial planning firm who have been delivering independent, tailored financial advice for over ten years. Based in Leeds, London and Bath, we help clients across the UK with their financial planning needs. Many of our expert team have worked together as colleagues for over 20 years, looking after private clients, families and owner-managed businesses. As a client, you will benefit from our collective knowledge, resource, time and expertise, while still receiving the unrestricted, personalised service from your dedicated adviser. Our advice is, and always has been, fully independent; we are unbiased and have none of our own products to sell, meaning that we are always sat ‘on your side of the table’. We work in partnership with all of our clients to shape our approach to your circumstances and needs – it’s a fully tailored, transparent service built around you.
We work closely with you to build plans and stay on track through a process of regular consultation, refinement and restructuring where appropriate.
We can help you by:
1] Recommending how to manage your cash savings with access to the largest available savings data in the UK
2] Taking advantage of personal allowances where available
3] Defining and agreeing personal planning strategies
4] Managing pensions, inheritance, estate planning and investments to meet your goals
5] Accessing investment solutions and enabling cost-effective implementation
6] Rebalancing and reviewing portfolios to match your evolving objectives
7] Explaining market cycles and assisting investment decisions
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for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.