We all want to live safe in the knowledge that our family is provided for, no matter the circumstances.
Whether you’re paying for school and university fees or helping out with wedding costs and house deposits, your children are your priority and you want to continue to support them.
As a busy working professional, your retirement may be 20-30 years away. Nevertheless, now is the perfect time to begin taking retirement planning seriously. We will help you ensure your finances can support the lifestyle you hope to achieve.
Planning for your family’s future, whilst simultaneously protecting them from unexpected events should they arise, is essential. Financial planning will ensure you have a strategy in place for all eventualities.
We follow a four-stage process to ensure you’re on the right track to achieve your most deeply-felt goals and aspirations.
The first step in your journey is an initial conversation and a subsequent meeting that will enable us to fully understand your situation and get to know you better. We will gather details on your personal and financial circumstances, taking into account your existing assets and resources. From there, we’ll discuss your goals and aspirations, as well as your attitude to risk.
After we have gathered all the necessary details from you, we’ll turn our attention to analysing the information. Once we have completed our analysis, we’ll design your bespoke plan. As part of this, we’ll take into account your tax situation, making sure your assets are placed in the best tax treatments allowed in the UK.
We always present our recommendations, in person, in a simple and straightforward way. You will also get a written explanation of all our recommendations in language that’s designed to be understood. These recommendations can be provided to you by email or hard copy, whichever format you prefer.
An ongoing relationship is where the real value of financial planning lies. Keeping your plan on track through close monitoring is the most important part of what we do; we’ll arrange regular meetings and conversations so that we can ensure your strategy is fit for purpose
Elisabeth Burgess Jones, Chair of North London Hospice, London
A client since 2005
Deborah, Essex (now retired in Norfolk)
A client since 2006
A client since 2010
A client since 2015
Paul and Sian Stewart, Fords Management, Essex
Clients since 2007
Dennis and Coleen, London
Clients since 2014
Celia Stapleton, Kent
A client since 2013
A client since 2016
Peter, Petts Wood
A client since 2018
Thomas, Petts Wood
A client since 2007
If you want to learn more about our services or arrange an initial meeting, we’d love to hear from you. Fill in the below form and we’ll be in touch.
Our offices are located in Melbury House, 34 Southborough Rd, Bromley, Kent, BR1 2EB.