Financial-old

We provide the framework of a plan to achieve total financial independence.  Formerly a regulated financial adviser for 30 plus years, my extensive financial knowledge enables me to construct a personal financial plan for individuals.

Our plan addresses the five issues common to most clients. These are:
  • Guaranteeing a lifetime’s income
  • Increasing the value of your assets
  • Leaving a legacy to your heirs and causes
  • Protecting those you care about
  • Reducing your personal taxes
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financial planning advisor
And for business owners, we construct a plan to help you realise the largest value possible from your business. This includes:
  • An expansion plan to grow your business further still
  • Building a successful team to free you up
  • Outlining an exit plan providing a tax efficient route to retirement
  • Constructing a succession plan that will support this
  • And a disaster plan, just in case!
See our consultancy page for more details.

With 30 years of understanding of the tax system, investment funds, and financial products, I can to construct a generic financial plan to help you achieve whichever of these is important to you.

We are here to help…