Business Details
39 Years
experience
Your Trusted Partner for Financial Planning Solutions
We are independent financial planners dedicated to understanding your financial concerns and aspirations. Our approach combines decades of experience with a commitment to building personalized plans that address both immediate needs and long-term objectives. As Chartered Financial Planners, we specialise in retirement planning, wealth management, and tailored solutions for professional athletes. Our fixed-fee structure ensures transparency while our FCA authorisation guarantees regulatory compliance.With a history dating back to 1987, we've built enduring relationships with clients through our independent mindset and focus on practical, tax-efficient strategies that adapt to evolving life circumstances.
Services
Retirement Planning
Wealth Management
Inheritance Tax Planning
Pension Advice
Investment Management
Tax-Efficient Strategies
Legacy Planning
Financial Reviews
Mortgage Advice
Tax Planning
Details
- Year established: 1987
Highlights and features
- We are FCA-authorised independent financial advisers with 35+ years' experience
- Our fixed-fee structure provides complete pricing transparency
- Specialists in retirement planning and wealth management for professional athletes
- Personalised financial strategies adapted to individual life circumstances
- Chartered Financial Planners combining technical expertise with practical solutions
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Sound financial advice
Calm, careful approach
Exceptional service
In-depth knowledge
Trusted friendship
Services
Retirement Planning
We help clients determine optimal retirement timelines and income requirements while assessing existing pension provisions. Our comprehensive approach considers tax implications, inheritance goals, and market volatility. By creating tailored retirement roadmaps, we ensure financial security through sustainable income streams and strategic asset allocation.
Wealth Management
Our wealth management services focus on preserving and growing capital through diversified investment strategies. We specialise in tax-efficient wealth transfer solutions and inheritance tax mitigation while maintaining liquidity for current needs. Regular portfolio reviews ensure alignment with evolving financial objectives and market conditions.
Inheritance Tax Planning
We develop bespoke strategies to minimise inheritance tax liabilities while preserving family wealth. Our approach combines trust structures, lifetime gifting strategies, and tax-advantaged investments. We work closely with legal professionals to ensure estate plans reflect clients' wishes while complying with current tax regulations.
Pension Advice
We provide comprehensive pension guidance including consolidation of existing arrangements and selection of appropriate schemes. Our advice covers state pension optimisation, workplace pension contributions, and self-invested personal pensions. We ensure clients understand their pension options at every life stage.
Investment Management
Our investment management service creates diversified portfolios aligned with risk tolerance and financial goals. We employ active monitoring and rebalancing strategies to maintain optimal asset allocation. Clients benefit from access to a wide range of investment vehicles and regular performance reporting.
People
Samantha Brown
Managing Director & Chartered Financial Planner
With over 30 years' experience, Samantha specialises in retirement planning and wealth management. She holds the prestigious Chartered Financial Planner designation and has worked with high-net-worth individuals and professional athletes throughout her career.
Steve Crane
Director of Cranwood Mortgage Services
Steve brings specialist mortgage expertise to the team, focusing on residential and buy-to-let financing solutions. His knowledge complements our holistic financial planning approach by integrating property investments with overall wealth strategies.
Steve Haywood
Director of Cranwood Mortgage Services
As mortgage specialist, Steve provides expert guidance on property financing solutions. He works closely with clients to ensure their property investments align with broader financial objectives while navigating complex lending regulations.
Questions
What financial planning services do you specialise in?
We specialise in retirement planning, wealth management, inheritance tax mitigation, and investment strategies tailored to clients approaching retirement and professional athletes.
How are your fees structured?
We operate a transparent fixed-fee structure rather than percentage-based charges, providing cost certainty while maintaining alignment with clients' financial objectives.
Do you work with clients outside Nottingham?
Yes, while based in Nottingham we serve clients nationwide through virtual meetings and occasional in-person consultations at mutually convenient locations.
How do you help professional footballers with financial planning?
We address the unique financial challenges of footballers' careers, creating sustainable wealth strategies that extend beyond their playing years through diversified investments and tax-efficient structures.
What makes you different from other financial advisers?
Our combination of Chartered status, FCA authorisation, fixed-fee model, and specialist focus on retirement and athlete clients creates a unique value proposition in independent financial planning.
