Helping you make the right decisions about your money

Who we work with

We work with a wide range of professional individuals from all sectors and businesses. From solicitors, accountants, architects and engineers to individuals working in logistics, IT and defence, we help people manage their finances to maximise their wealth and lifestyle choices.

Our one stipulation is that we want to be able to add value and make a difference to your financial planning. So whether it’s a full financial planning review or single transactional advice and implementation that you need, we offer a selection of services to suit all requirements.

If you’ve reached a point in life where you have acquired substantial assets and funds, you will be looking for reassurance that you are doing the right thing to protect your assets for you, your family and your beneficiaries. This is why we focus on intergenerational planning; helping various members within a family with their estate planning and issues such as inheritance tax and capital gains tax.

We also have extensive experience in helping public sector employees make the most of their finances, in particular, optimising the benefits of Government backed pensions. Our senior financial planners hold regular retirement planning courses for organisations including the NHS, Lancashire County Council and Lancashire Fire and Rescue.

Likewise, we also work with many medical professionals to ensure they are maximising the full potential of both their NHS and private practice incomes to give them the best long-term financial benefits.

On a corporate level, we work with many businesses and business owners on a range of issues, including helping them with their obligations in terms of work-based pensions and auto enrolment.

Auto Enrolment - Getting the best scheme in place

Auto Enrolment - Getting the best scheme in place

Protecting the wealth you have built up over time

Protecting the wealth you have built up over time

To transfer or not to transfer a defined benefit pension plan

To transfer or not to transfer a defined benefit pension plan

Getting peace of mind: Defined Benefits transfer due to health concerns

Getting peace of mind: Defined Benefits transfer due to health concerns

Investment solutions to reduce IHT liability on a sizeable estate

Investment solutions to reduce IHT liability on a sizeable estate

Using tax wrappers to increase your investment

Using tax wrappers to increase your investment

Responsible investing to meet the objectives of a Power of Attorney

Responsible investing to meet the objectives of a Power of Attorney

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Are you
on track for a
happy retirement?