You've heard it before: wealth isn't how much you make ...
... it's how much you keep ...
... so your best asset is a good plan ...
That's why our speciality is providing sound and trusted advice, to help you draft and develop your own financial plan.
We offer financial planning advice not related to investment transactions or the purchase of investment products.
This might involve considering your:
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Likely future cashflow, as you build wealth from your income
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Retirement preparations, how and when to live off your savings not your income
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Wealth succession plans, protecting your family's wealth for future generations
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Financial Risk profile, your approach to risk and your capacity to accept it
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Asset allocation, (broadly) where and how you hold your invested assets
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Overall tax position, and how to build (and spend) your wealth tax-efficiently
We work with personal clients, often by personal recommendations, and we build a relationship based on trusted advice rather than transactions.
Our Managing Director, Alistair Mann, was one of the first Chartered Financial Planners in the UK, when this Chartered status was introduced in 2005; he is a Fellow of the Personal Finance Society.
Whether you want to know your options for when you retire, (or how much you need to do so); are building your family wealth and worried about Inheritance Tax; want reassurance about your investment process; or just a sounding board and an informed second opinion, we offer advice and reports to help you. Our client agreement outlines our services and we have a clear and transparent basis to our fee structure.
