Strategic financial planning



Whilst we are happy to provide transactional, one off advice, our emphasis is upon strategic financial planning, which enables us to develop long term relationships.

We advise on all areas of financial planning, including but not limited to:

  • Pensions including stakeholder pensions, personal pensions, retirement annuities and SIPP’s
  • Investments including ISAs, unit trusts, investment trusts and investment bonds
  • Protection including life assurance, critical illness insurance, income protection insurance and private medical insurance
  • Estate planning including AIM portfolio’s and business property relief schemes
  • Mortgages including buy to lets
  • Esoteric investments including VCTs, EIS, film schemes and GAAP schemes
We have also been appointed as the financial adviser for a number of chambers. In this respect we manage chambers' group schemes including group pensions, permanent health insurance, private medical insurance and death in service benefits.