Personal financial planning

During our financial planning process, we help individuals & families address the concerns they have about their money and answer any questions about our services.

We will learn about your individual needs and will work with you to develop a unique financial plan to help you to achieve your financial objectives. Whether you require us to advise on a range of products or just one in particular, you will receive a personal and professional level of service.

We encourage all clients to keep in touch with us regularly and we have recently invested in our own Wealth Platform where you can see all your documents as well as real-time valuations of your investments and savings.

We recognise everyone has different financial needs and no one investment will fit every client’s situation. Consequently, we have a range of model portfolios that can be tailored to meet your individual needs. We believe:

• in Asset Allocation – this is a method of building a diversified investment portfolio in to provide the optimum return for the lowest risk

• Investment risk or volatility should be linked to the personal & financial lifestyle needs of our clients

• Clients need exposure to a variety of asset classes

• Tax planning is a critical part of the advice process adding value to the service we offer to clients

Please remember the value of investments can fall as well as rise. You may get back less than you invested.

How can we help?

Please give us a call on 01423 223 640. Alternatively, you can complete the online enquiry form and we will give you a call to discuss your requirements.