We aim to provide investment, retirement, protection and tax based advice to our clients throughout the country. Our clients include individuals and corporate entities.

Where appropriate our advice is holistic in nature, however, we are often asked to provide solutions to specific problems.

We believe that all entrusted parties should be involved in the decision making process, as this often provides the most effective solution. Other financial professionals are key to ensuring a successful outcome. The involvement of a good accountant and/or solicitor is important in establishing a successful strategy.

We provide:

1. A commitment to provide you with strategic advice in context with your own vision of financial independence.
2. Regular reviews and updates, as agreed individually.
3. Confirmation in writing of any recommendations that we make to you, justifying why they are suitable, in context and compliment your existing arrangements.
4. Proactive advice.
5. An understanding of the issues that you will have to deal with throughout your working life, at retirement and during the capital preservation years post retirement.
6. State of the art technology to support client requirements.
7. The ability to review all aspects of the financial market at one reference point. This makes financial management simpler and clearer to you, your business and your family.

Typical Client Profile

We work to establish long-term relationships with clients in three particular areas:

One
Clients who have reached retirement or financial independence and require ongoing management of their financial situation from a holistic perspective, taking into account what options they have at retirement and the development of their strategic plan.

Two
Companies and business owners who require advice in relation to their employee benefit packages and keyman policies, together with generic advice in relation to company strategy regarding the tax efficient extraction of wealth. In this category our experience ranges from the small company to those that employ hundreds of staff.

Three
Clients who are still in the accumulation phase of their financial life-cycle and are looking for a modern, client focussed service proposition that includes the development of a strategic plan with a truly holistic perspective.