Growing your investments?

When it comes to managing your investments, you need someone who will ensure your strategy is set up for success, both now and in the future. That’s where we come in. We work with clients that are starting out with their investments through to high-net-worth individuals, as well as retirees and those looking to pass on wealth through intergenerational planning.

We offer access to a wide range of investment solutions through our proposition with Openwork, including investments such as Stocks and Shares ISAs, Investment Accounts, Onshore and Offshore Investment Bonds, Venture Capital Trusts (VCTS) and Enterprise Investment Schemes (EIS) and Inheritance Tax Solutions. Together we will explore how comfortable you are with different types of risk, plus your capacity to bear that risk. We will also aim to understand how our investing on your behalf relates to other assets and investments you may have elsewhere.

We always start with you and what matters most – you might be saving for school fees, planning for grandchildren or securing your future. Whatever your goals, we can build a tailored financial plan and investment strategy to suit your needs.

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.

HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.

Here’s how we help…

Understand your options

We’ll explore the savings and investment options that are available to you, and which would be best suited to your circumstances.

A goal-driven approach

All of our recommendations are made with your goals and aspirations for the future in mind. Our financial advice is always built around you.

Tax-efficiency

We’ll help you gain a full understanding of the most tax-efficient options available, so you can ultimately get more from your money.

Full flexibility

Life is always changing. That’s why our financial planning strategies are always flexible and able to restructure as your needs alter.

A tailored solution

Your situation is unique, so your financial advice should be too. We’ll choose investment solutions that are totally tailored to your goals.

Your financial partners

Most importantly, we’ll be here to guide you along the way and help ensure you stay on track with your savings, so you can enjoy the future.

Paul Brooking

Nirvana Joy

Leanne Ridings

Simon Emerton

Jane Waugh

Julie Mangion

Meet our clients

We believe that great financial planning can change lives. But don’t just take our word for it – hear it from the people who have lived the experience themselves. Meet some of our clients who have shared their stories about how we’ve helped them.

Find out more

We’re here for the journey

Thinking of retiring?

Already retired?

A business owner?

Going through a major life event?

Looking for a mortgage?

Leaving a legacy?

Starting your financial journey?

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