Savings and Investments - Growing your wealth

Whatever your goals are and whatever stage you are at in achieving those goals, we can help by making your money work harder.

We will look at all tax efficient plans, whether it’s an ISA or an Enterprise Investment Schemes, Seed Enterprise Investment Schemes or Venture Capital Trust, we can help build a tailored portfolio that suits your individual circumstances and needs.

Pension planning

Whether it’s setting up a pension, making sure the pension is on target to achieve your retirement goals, by getting the best returns, or retirement is on the horizon and you need to look at consolidating old schemes and work out how to effectively take your income in retirement, we can help.

Estate planning - Passing on your wealth

Having built up your wealth it’s important that we help pass that to your loved ones in the most tax efficient way. We will discuss Wills, trusts and lasting powers of attorney as well as look at your gifting options, insurance plans and other tax efficient investments utilising Business Property Relief rules.

We will ensure your wealth is put in to the hands of your loved ones safely and tax efficiently.