Renowned For Distinction

We understand that your focus may be on building and managing your business.  Our focus is on ensure you receive sound financial advice on a range of areas, including:


Business Protection

This advice area ensures that your business is protected against the death or sudden loss of either a Director, Shareholder, Key Person or Partner. Reviewing this area of business planning will help to ensure that the structure and profitability of your business isn’t threatened by such unforeseen circumstances that affect many Companies, Partnerships and Sole Traders every year. We can also help protect your business from debt and the risks it poses.

Workplace Pensions

The auto-enrolment process is highly complex. Firms will need to implement a scheme by a particular date, called their “staging date”.

We work alongside you to ensure that you can meet the requirements of The Pensions Regulator within your business.  We’ve got the expertise to make sure your business is fully compliant and we have the experience in-house to manage any size of scheme.

Corporate Investment Planning

There are many factors to consider when looking at a longer term investment and our job is to understand your goals and provide advice around these.  You can be confident that we will always act in your best interests regardless of the size of your investment.

We will also consider your tax position to ensure our recommendations are the most tax efficient solution for you.

Part of the investment advice process is to assess your attitude to risk.

Our recommendation will incorporate the level of risk that you can live with comfortably.

One of our strengths is building long lasting relationships, and we believe that this is fundamental to ensuring we can work together and help you achieve your goals.

Corporate Pension Planning

Every client and business is different and it is our job to review your circumstances and goals and evaluate your current provisions.  Whether you are saving for yourself or for an employee we have the expertise to assist you with your pension planning

As experienced Chartered Financial Planners we understand the challenges that business owners face.  Our job is to make financial planning simple and accessible.

The Financial Conduct Authority does not regulate taxation advice

The value of investments may fall as well as rise. You may get back less than you originally invested.

Pensions are a long term investment. You may get back less than you put in. Pensions can be and are subject to tax and regulatory change therefore the tax treatment of pension benefits can and may change in the future.

We will be able to explain risk in more detail. Contact us before making any decisions.