Protect what – and who – matters most.

Financial certainty at an uncertain time can give you, your family or your business one less thing to worry about. We want you to feel secure with the knowledge that you have the right contingency plans in place. Our protection planning service uses solutions drawn from the whole of market adapted to your specific needs.

Whether you are looking to grow your wealth, and/or provide an additional source of income, we can advise you on the most effective and suitable structures, using tax advantages and allowances, where appropriate, to help you make the most of your wealth.

You will have access to our discretionary investment management service which provides ongoing active management of your investments. Our advisers ensure your investments are managed in line with your financial goals, and should your circumstances change, we can help you reassess and revise your plans if needed.

Estate planning is not just about passing on your wealth when you die. Good estate planning is about enjoying your life today and making choices about how you support others. You may prefer to see your children – and other loved ones – benefit from your wealth when they need it most, rather than wait to bequeath it in a will.

We can help you create an estate plan designed to sustain your lifetime financial needs and address how you wish to help others. We shall consider your views to ensure the right people, get the right money, at the right time. An estate plan will be tailored to provide you with the right balance of control, access, flexibility, and tax advantages.

Whether you are looking to ensure your business can continue to operate in the event of the unexpected, or you are planning to pass it on to the next generation, having a wealth management strategy in place is key.

Our business protection solutions can help ensure your business – and those connected to it – are financially secure should something happen.

Our expertise in supporting entrepreneurs through a business exit means we can support you if you are thinking about selling – or passing on – your business. We can support you through a tax efficient business exit process, to help you make the most of this opportunity.

Traditional retirement is not for everyone, and many people continue to work in one capacity or another. Achieving the financial freedom required to make the choice remains an important milestone.

Retirement is often a much-anticipated event, and with proper planning, can bring joy, adventure and more time to spend on your passions. We will help you think about what you want to achieve and understand how your arrangements can provide the income and capital you need.