Investing money needs careful consideration and you need to be absolutely sure of the risks involved. Here, we explain why pension planning is so important, and describe some of the options available to you. We offer a comprehensive financial planning service for all your investment and protection needs:. How much cash would your family need to maintain their current lifestyle if you die prematurely? Would you require a regular income or a cash sum if you suffered a serious illness or disability? We hope you find the site both useful and informative.

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About Us

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I have been engaged in financial planning since graduating from Queens University with an Honours Degree in Political Science and Economics in 1984. I count myself fortunate to have been engaged in a career that has brought me into contact with some great people, and have gained significant experience of all aspects of financial planning, with particular emphasis on tailored lifestyle planning for high net worth individuals.

General

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This section contains miscellaneous & general financial information that you may find useful when dealing with certain life events. This document contains a short explanation of Capital Gains Tax, the allowances available in the 2022/23 tax year, and how you can use it in your year end tax planning.

Investments

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Investing money needs careful consideration and you need to be absolutely sure of the risks involved. This section provides generic information on different types of saving & investment. You should seek advice appropriate to your specific circumstances prior to making any decisions. The value of your investments can go down as well as up, so you could get back less than you invested.

Pension Planning

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It's important to plan ahead for your retirement. Here, we explain why pension planning is so critical, and describe some of the options available to you. This information is intended only as guidance. For advice on your specific circumstances, please get in touch. A pension is a long-term investment.

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