Areas of specialisation
We offer a professional and wide-ranging financial planning and advisory service, and we are also qualified to offer specialist advice in the following areas:
Investment portfolio management
- Portfolio construction using an asset allocation model and based on your objectives and attitude to risk
- Annual reviews of your portfolio to ensure that performance is in line with your objectives and risk profile
- Valuations at other times as agreed on an individual basis
Personal and business pension planning
- Review of your current pension arrangements
- Portfolio construction in line with your objectives and risk profile
- Platform review to ensure that you are using the most suitable type of pension arrangement
- Annual reviews and valuations
Planning for retirement and beyond
- Advice on the retirement options that are available to you
- Ensuring that your retirement options provide the maximum degree of tax efficiency
- Managing your pension funds throughout your retirement
Inheritance tax and estate planning
- Review of the current financial position of your estate
- Advice on the options available to you in reducing your inheritance tax liability
- Liaise with your other professional advisers (solicitor, accountant)
Trust review service
- Review existing trust investments in line with the Trustee Act 2000 requirements
- Advise on the establishment of new trusts
- Annual trust review and report service
Pensions and divorce advisory service
- Advice on the options available in respect of all types of pension plan in a divorce settlement
- Report and recommendations as to the most suitable option for both parties
Our key areas of specialisation
Retirement planning
Investment portfolio planning
Pension review service
Business planning