Retirement Service

We have 2 highly experienced financial planners that can steer you through the legislation on retirement, or a benefit crystalisation event as it is now called. You no longer have to leave work to take benefits from your pension scheme and we can advise you on the most suitable route to adopt.

Corporate Service

We are experienced in setting up, reviewing, and administering company pension schemes, death in service benefits and overall financial structures.

Divorce Service

We have a wealth of experience in arranging finances of individuals both before and after your divorce has been finalised. In our experience the sooner we are asked to be involved the quicker financial solutions can be found and arranged.

Review Service

We offer a client service where we will review your current circumstances and advise you on the suitablility of your financial arrangements. This can be as a one off arrangement or at the start of a longer relationship.

Website Services

There may be additional costs for providing the client log-in facility on the website.

Cost of all services

Each financial planner has an hourly rate for their time (see remuneration). If we receive commission over the period that fully offsets our fees then there will be no invoice raised. If the commission does not meet our fees then an invoice will be raised for any balance. We will invoice you quarterly (or on completion) if required.

Other Services

While our website refers to services such as Mortages and General Insurance we do not directly offer these. We will, with your permission, pass your details to a carefully selected 3rd party.