Financial Advice Services

Our advice can be categorised as:

Wealth Enhancement

Advice aimed at ensuring that you are maximising your savings and investment potential; that your pension is appropriately structured and invested to provide for your retirement goals; and that you are acting in as tax-efficient a manner as possible.

Wealth Preservation

Advice aimed at making sure that you can protect your estate so that it can be passed on to your descendants.

Our aim is to free up your time and take away your financial worries, so that you can enjoy the more important things in life.

We advise on:

  • Saving and Investment Advice
  • Retirement Planning
  • Tax Planning
  • Small Business Advice
  • School/Uni Fees Planning

Portfolios you may be interested in

Bespoke Investment Portfolio

Our definition of a Bespoke Investment portfolio is directly correlated to the situation and need of each individual client. A portfolio, which is created for a young businesswoman might not be diversified enough for a retired army officer. As you can imagine the situation and needs, in this case, are likely to be dramatically different.

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AIM Inheritance Tax Portfolio

To reduce your IHT liability we invest in companies listed on the UK’s Alternative Investment Market (AIM) that qualify for Business Property Relief. Investments in such companies held for at least two years are potentially IHT tax-free under current legislation.

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Premium Dividend Portfolio

The Premium Dividend portfolio will invest in 25 companies in the UK and Europe that will give you a steady and growing stream of income. The companies we invest in will demonstrate an ability to pay a consistent, growing dividend throughout the business cycle.

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