Holistic Financial Planning

A bespoke, lifetime financial plan for you and your family will encompass all aspects of capital and income management up to and into retirement, including protection, tax-efficient investment, estate planning and preservation.

Our holistic approach means comprehensive advice on the entirety of your family's financial past, present and future. If you are looking towards or nearing retirement, you will benefit from advice that examines your financial position as a whole.

Lifetime Plan

A holistic approach to financial planning has the potential to:

  • Reduce your income tax as investments work harder for you, seeking to avoid capital gains tax and inheritance tax (IHT)
  • Save you money by using the most appropriate and cost-effective portfolio of insurances which are more effective for IHT
  • Preserve the underlying value of your pension by making best use of the available pension benefits to improve investment potential
  • Shield your estate from IHT by arranging your assets and writing your will

We create a tailor-made, holistic report that looks at all the aspects of your financial future: retirement; estate planning; providing for your children and grandchildren; getting the most from your investments; reviewing your mortgage; improving your income; protecting your family and your health; reducing your tax bill and providing for care in old age.

Our team of financial planning consultants are Chartered Financial Planners, which is a sign of our commitment to excellence. This qualification reassures our clients that we uphold the highest standards of ethical practice, knowledge and skills.