What our clients say
Partner and I are in our mid 50s and wanted to understand our pension position and if necessary take steps to plan appropriately for our retirement with a view to (hopefully) retiring at 65, before we are eligible for the state pension.
Firstly, Tim put us at ease. He helped us to consider and arrive at a figure that we believed we would require at retirement. He then reviewed the various bits of pensions we had from the documents we had brought with us and advised us appropriately. Basically for no fee whatsoever, we identified that we did not need to do anything at this moment. However, we have identified someone we are very confident about using in the future.
The outcome has been beyond our expectations as we now know we don't need to do anything and to learn this was free of charge.
Tim could not have done anything more that would have improved our experience at the meeting, nor the valuable advice received. It was all just perfect, even down to being able to park right outside.
I was looking for assistance with the administration of my trust. Very straightforward approach. Happy to recommend.
I needed to sort out my various pensions and savings plan.
Tim reviewed all the documentation for each asset and discussed options and advised on the appropriate next steps and what would be in my best interests. Tim removed all the jargon and spoke in a very clear,simple to understand language that help in my decision making process.
I feel that Tim fully understood my needs and the purpose of our appointment so there is nothing else that Tim could have done better.
I wanted to take my benefits from Aegon but I could not get a straight answer. Tim contacted Aegon on my behalf and reviewed the plan.
Tim advised me to take the guaranteed annuity rate because of the generous annual increases.
Very happy with the service, I would recommend to others.
The most important thing I look for in a Financial Adviser is integrity and we have now had 9 years of experience with Matt and we trust his integrity 100%
Fab people, brillant advice.
Matt is very personable , has a detailed working knowledge of the Pensions and Investment industry and is focused on getting good results for his clients.
Proudly based within the office of a large regional accountant just off New Walk in the centre of Leicester. We work with three groups : 1. People who are close to or post retirement. Helping them plan their finances effectively to ensure a financially comfortable retirement 2. Business owners. Helping them to plan their finances leaving them free to do what they do best, build a successful business 3. Families. Helping you plan for your children's financial future, whilst ensuring you can still achieve your own financial goals.
We are a Chartered Firm of Financial Planners shortlisted for Financial Adviser of the year in Midlands and East Anglia by Professional Adviser Magazine in 2016.
Vistor parking right outside the front door and step free access from the car park.
Our core service is Wealth Management. We devise strategies for our clients and ensure they are regularly reviewed.
Our investment philosophy is based on research by some of the world’s top academics and investment houses.
Our competitive advantage is based upon state of the art technology and a personalised client service proposition that delivers peace of mind. Our team experience promotes creativity and open communication, resulting in happier, wealthier clients.
Only the UK's premier financial planning firms qualify for Chartered status. While Chartered titles are steeped in history, they remain the benchmark of professional excellence and integrity.