Investing
Assistance in making new investments as well as reviewing any existing arrangements that you may already have to ensure that they still meet your aims and objectives whilst respecting your appetite for risk.
Care Cost Planning
Understanding the rules surrounding care cost provision and the methods through which you can prepare for them. This may include generating an income to pay for your care when it is required or alternatively safe guarding your assets for your loved ones. Our aim in this area is to give a holistic overview of your options and we are more than happy to involve other family members in these discussions upon your request.
Personal Insurances
Helping you to put in place important safety nets to safeguard your wellbeing and that of your loved ones too. We have a range of options available to give you complete piece of mind should the unexpected happen.
Inheritance Tax Planning
Identifying whether you have a liability and how the current rules will apply to your personal circumstances. If a liability does exist then we can assist with a number of planning options which are specifically catered to suit your individual needs.
Pensions
How to save towards the day when you decide to retire. For those about to retire, what options do you have and who should you place your funds with to produce income in retirement? This is an area of huge importance for people of all ages and having a safe pair of hands to guide you can make all the difference to your future.
We search the whole of the market to identify solutions which match the needs of each individual client. Our recommendations are tailored to meet your own unique circumstances and preferences. Everyone is different and we enjoy creating bespoke solutions where they are needed.
Unlike many advisers, we are not tied to product or fund providers in any way at all. This means that we are able to select solutions with total impartiality, ensuring that they deliver the features and benefits that are important to you. Your wishes are always respected.
James created a very calm relaxed atmosphere for our meeting and listened attentively as we outlined our situation, the actions we had taken, the ones we were considering and the areas we were uncertain in. James was excellent in every way , calling
upon his obvious knowledge he was affirming in some areas, made suggestions for others and we felt he ‘engaged ‘ with our agenda. Throughout, there was a two way dialogue, touches of humour and a definite feeling of moving forward
I would recommend him to anybody
needing financial advice
A man who is not only good at his profession, but also one who
performs it with genuine concern for the financial wellbeing of his clients
Very professional in all aspects of financial advice. Everything was explained in a plain
and clear manner. Thanks for helping me through a very difficult time
I will certainly recommend your company to others, and will
contact you again if I need help
We find him very reliable, honest and trustworthy, and always gives
sound advice when dealing with our financial affairs
Our experience of Financial Advisers had not been what you would call easy, so it was a pleasant surprise to meet
Martin who went out of his way to be friendly and efficient in dealing with all of our questions
So grateful for a
friends recommendation
