How We Help Clients

Personal & corporate financial planning.

Personal & Corporate Advice

Helping clients achieve their goals.

Within the Group, our qualified Financial Advisers provide face-to-face advice that is tailored to our clients’ needs and circumstances to help ensure that the wealth is protected, enhanced and managed.

The Advisers are fully qualified and a professional in their field. They work with clients to consider goals, the choices available to client to meet those goals, and how changing circumstances might influence how they are achieved.



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  • Insurances & Protection
  • Mortgage Solutions
  • Retirement Planning
  • Personal Pensions
  • Inheritance Tax & Trust Planning
  • Equity Release
  • Wills & Estate Planning
  • Group Personal Pension Schemes
  • Auto Enrolment & Cyclical Auto Re-enrolment
  • Group Life Assurance
  • Group Medical Insurance
  • Group Critical & Serious Illness Cover
  • Key Person Insurance
  • Shareholder Protection
  • Flexible Benefit Schemes
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested

Your home may be repossessed if you do not keep up repayments on your mortgage.

Our Client Journey

Ensuring financial planning continues to adapt

Most clients like to review and refine their plans once a year to help ensure they are kept informed on performance and that are plans are maintained in line with their personal circumstances, goals and objectives whilst reassessing attitude and capacity for risk/return and market sectors via asset allocation.


By following this journey, tailored advice can be provided that will help pro-actively manage risk, reduce potential exposure to financial loss and achieve financial goals.


our CLient

Adding Value

Our clients tell us that we add value to them by:

Utilising Existing Provisions

Utilising their existing provisions (e.g. savings, company benefits, current plans) first before considering starting a new plan.

Increasing Tax Efficiency

Placing their assets in the right name, ownership and tax wrapper so that they legally and ethically ensure they do not pay too much tax.

Reviewing Risk Levels

Reassuring them that they are not unnecessarily taking too much risk with their current assets to achieve their goals.

Getting Money Back

Placing their assets in the right name, ownership and tax wrapper so that they legally and ethically ensure they do not pay too much tax.

Maintaining Goals

Reassuring them that they are not unnecessarily taking too much risk with their current assets to achieve their goals.

Analysing Personal Changes

Placing their assets in the right name, ownership and tax wrapper so that they legally and ethically ensure they do not pay too much tax.

Ongoing Service

It is our role to ensure your financial planning adapts to your circumstances.

When building our ongoing service proposition, we listened to what our clients valued, and included these three core elements which provides them with the peace of mind that their plans are being reviewed on a regular basis, in keeping with their financial objectives.


1

Being Kept Informed Receiving relevant and pertinent information regularly throughout the year which is useful and beneficial.



2

Valuation Milestones A milestone check ensures plans are still on track to achieve goals and are performing within a risk tolerance.



3

Having a Personal Safety Net Ensuring changes in income or assets are not adversely affected by changes in taxation or legislation.

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Call 0345 184 9292 or fill in the form below