We’ll help look after what is important to you
We’ll do all the usual stuff you’d expect a financial planner to do - mortgages, pensions, investments, protection and tax planning. However, we believe that financial planning is about much more than that. Here’s how we’ll take care of what’s important to you.
It all starts with you and what you’re trying to achieve. We’ll help you clarify your personal objectives and work out what financial milestones need to be met along the way. This will provide you with focus, clear goals and a path to getting there - you’ll know exactly what you need to do to achieve your dreams.
We don't know what's around the corner, so it's important to plan for the unexpected. We'll help you protect your loved ones in the event of something happening to you that would prevent you from earning an income. We can do this through your business in a really neat, tax-efficient way.
We’ll help you attract and retain the best talent, through employee benefit schemes, including working with the best Auto Enrolment pension providers for small businesses. We’ll also help you protect the business from the potential loss of earnings caused by a key member of the team being unable to work.
If you want to increase the chances of enjoying a bright future, we can provide you with a personal lifetime cash flow forecast. This will show you what your financial future might look like, what you need to do to get there, and how to ensure that you don’t run out of cash along the way.
If you’re running a small business, it can often mean that your personal and business finances are very closely linked. We’ll work closely with your accountant to make sure that you’re planning for the future and drawing money from your business in the most tax-efficient way. Now you can have your cake and eat it.
We love making your life easier
We know that managing your personal finances alongside your business can be a challenge. So we make it really easy for you by having your accountant and financial planner working together to help you achieve your dreams.