We are a firm of Independent Financial Advisers, who provide high quality, bespoke financial planning and investment advice to individuals and corporate clients. We have been in business for over 20 years and look after clients that generally live in an area that extends from the Thames Valley to Beaconsfield and Gerrard's Cross and into North London, Hampstead and St John's Wood.The success of our business has been built on the quality of our advice and the personal service we deliver. As a result, many of our clients have been introduced to us by their accountant or solicitor with whom we maintain strong professional relationships that work to the mutual benefit of all parties.
Services
Lifestyle Planning
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Accumulating capital during your working life and maintaining your standard of living in your retirement. How much is enough to achieve and maintain your desired lifestyle without running out of money? This is a question we are often asked. We all have the desire to save for our future and to ensure our families are looked after should anything happen to us during our working years and see our standard of living maintained in our retirement.
Wealth Management
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We offer advice on many types of investment products including ISAs, Unit Trusts, OEICS, Investment Trusts and Insurance Bonds. We also look VCT's, EIS and other investments that qualify for Business Relief where it is appropriate for our clients. We identify the right products according to the tax structure and suitability for our clients' needs.
Estate Planning
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Inheritance tax has become a significant source of revenue to HM Treasury over the past few years as more people are finding their estates liable to Inheritance Tax. This staggering increase is essentially down to the rise in the value of one asset class - property. Unfortunately, location is the chief determinant of property prices and in the UK the South-East is the most expensive area to live in.
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