Individuals & Families

We’ll help you to plan your finances effectively, wherever you are in life.

We offer a valuable framework around which to plan your finances, be that for your retirement strategy, or ensuring you remain financially independent if you are already retired, plus a multitude of other situations. No two circumstances are the same and our advice is tailored for you personally.


We’ll work with you over the years to keep you on track and ensure you don’t fall foul of the common and big mistakes that can have irrevocable and damaging consequences for you and your heirs.


Inter-generational planning is a key part of our framework, helping those you love, when they need it the most, in accordance with your wishes, whilst ensuring you don’t undermine your own financial security.


These steps can be daunting and emotionally challenging. You are only likely to encounter these important, life-changing decisions once in your lifetime.


With our deep experience gained over many years, helping people just like you, we can ensure that the most appropriate path is identified to ensure you maintain your financial independence and peace of mind.

Client story…

Young Widow


With her husband working as a full-time professional, D was busy bringing up their young family and also working part-time. With the sudden death of her husband and the immediate shock that ensued, D needed compassion and support at this very difficult and vulnerable time in her life.


When we met with D, we were sensitively and considerately able to show her that from the resources provided by her late husband and his employer, with an effective investment strategy, she would be able to live completely financially independently.


Our analysis also allowed D to meet her and her late husband’s dream of treating their family to a very special once-in-a-lifetime holiday, one which they had always planned together and one which D didn’t think was possible now. She was able to pay for this without undermining her financial security, and in memory of her late husband.


If D does work now, it’s through choice and not necessity.


As her children have grown up, she has prospered, allowing her to help her children financially and emotionally to establish their adult lives, whilst maintaining her own financial security and independence.


D can now live for the rest of her life knowing that she will not run out of money.

Get in touch

To begin your planning journey, please get in touch using the contact form below or call us on 01626 305318 to speak with a member of our team.