Pensions & Retirement

Working with you to meet your current and future retirement needs

  • Planning your pension savings
  • Review, consolidation, through to implementation and taking benefits
  • Strategic advice to employers to ensure cost effective and tax efficient provision of pension benefits for employees
  • Administration services to ensure the smooth running of company schemes.


Catering for each client’s individual needs & requirements

  • Discussion of investment strategy and assessment of investment risk
  • Bespoke investment proposition; creating and managing your investment portfolio
  • Socially responsible investment options including sustainability & environmental funds
  • Tax efficient structuring including ISAs, pensions, and investment bonds

Estate planning

Meeting your & your family’s needs for the future

  • Inheritance tax mitigation
  • Business Property Relief investments
  • Working with your other key professional advisors
  • Tailored solutions based on individual and family circumstances
  • Trust based solutions
  • Inheritance Tax Insurance


Comprehensive policies for you & your family’s needs

  • Life cover
  • Critical Illness
  • Income protection
  • Advice on protection for key employees and company directors
  • Mortgage and loan protection
  • Whole of Life cover