Financial Planning Service

We have established a service which is structured to allow us to focus our expertise on helping our clients oversee all areas of their financial planning, through a mutual commitment to a long term partnership.

It is generally accepted that your health, hobbies, family friends, faith and finances are some of the most important contributors to your individual wellbeing and standard of living.

Financial planning attempts to understand what is important to you and leads to a carefully tailored plan which aims to meet these requirements by making the appropriate choices.

Generally our financial planning service is for clients who:

• Have significant wealth and recognise the need to implement a disciplined structure to their finances
• Require the highest standards of technical excellence and service
• Lead busy lives and wish to delegate the management and planning of their financial resources to us
• Want to work with an advisory team that they can trust implicitly and build a long terms relationship with

Our Financial Planning Service is primarily provided for clients with investable assets in excess of £200,000 which we believe we can add real value to. We are happy to offer Financial Planning Services to clients with less than this amount who would like a more intensive service.