Sam & Helen Leese
“We feel secure and worry-free.”Read thier story
Our purpose is to help you make good financial decisions that lead to the outcome you want. That could be reassurance that you’re keeping enough aside for your later life care needs, or it could be understanding exactly how much you can afford to spend enjoying your retirement.
Retirements are there to be enjoyed, but we know that worries about money can affect your ability to do that. In our recent client survey, 64% of respondents said that not having enough money to live their preferred lifestyle in retirement was in their top three concerns. That’s why we start by listening to your concerns and responding to them with clear, plain English recommendations that allow you to make fully informed decisions about how to live your life and secure your future.
With the help of sophisticated cashflow planning tools, we’ll help answer questions such as:
We’re here to help you identify what you want to achieve with your money, and how to get the most out of it.
Inheritance tax planning and gifting
You may want to know how best to financially help younger generations of your family or how to transfer wealth in the most tax-efficient way when the time comes for you to pass it on. We’ll analyse your financial arrangements, explore what matters most to you, and work out a plan to help you achieve your aims.
We know many of you are concerned about the level of your investment returns. We provide independent advice on a range of investments and have access to solutions that we tailor to each client’s individual needs and risk profile.
Read more about our approach to investing.
Later life care planning
Do you have questions about what you may need to pay for your older age care? And how you will fund it? You’re not alone. Almost half of those we asked in our recent client survey said they were worried about those questions. Life may not always be predictable, but we can help you plan for your later life needs and gain peace of mind there will be no financial surprises.
No one likes to think about dying or being seriously ill, but by planning ahead you can minimise the devastating impact these events could have on your finances and those you love.
Our first job is to listen to you so that we can thoroughly understand your current financial challenges and concerns. Then we’ll turn our attention to the future and how we can help you reach your goals.Your client journey