We keep things straightforward, clear and very personal, and spend more time with you than most so that we have a full picture of you and your circumstances. That way the approach we suggest not only makes sure of the most productive financial outcomes but also fits you perfectly. You'll want to know that you are comfortable working with us and confident of getting the best advice.
We therefore never charge for an initial meeting so that you can decide if we are right for you, and we can tell you if we think we can help. We are also proud to be a small independent company, which means first-rate specialist financial guidance without the frustrations of automated switchboards, impersonal relationships and bureaucratic processes.
Get in contact with us and meet us, and see how we can help you both Now and in the Future. Our wide range of services are aimed at strengthening and benefitting your financial position, whether for you individually or in conjunction with your business. Our financial services cover full range of private, professional and corporate financial planning and management services.
We therefore never charge for an initial meeting so that you can decide if we are right for you, and we can tell you if we think we can help. We are also proud to be a small independent company, which means first-rate specialist financial guidance without the frustrations of automated switchboards, impersonal relationships and bureaucratic processes.
Get in contact with us and meet us, and see how we can help you both Now and in the Future. Our wide range of services are aimed at strengthening and benefitting your financial position, whether for you individually or in conjunction with your business. Our financial services cover full range of private, professional and corporate financial planning and management services.
Services
Ken has more than 35 years' experience in providing Independent financial planning advice, during which time he has gained a wealth of experience along with many grey hairs.
He is now advising a third generation of the family for some of his longest standing clients.
As a public speaker he has addressed many pre-retirement courses for some of the largest institutions in the UK.
He has served a term on the editorial board of a solicitor magazine specialising on the elderly client.
He is regularly invited by a major UK financial institution to attend a forum where his views on the industry are sought.
He is now advising a third generation of the family for some of his longest standing clients.
As a public speaker he has addressed many pre-retirement courses for some of the largest institutions in the UK.
He has served a term on the editorial board of a solicitor magazine specialising on the elderly client.
He is regularly invited by a major UK financial institution to attend a forum where his views on the industry are sought.
Our wide range of services are aimed at strengthening and benefitting your financial position, whether for you individually or in conjunction with your business.
From general financial planning to specific issues such as investments, pensions, wealth preservation and inheritance tax, we can help you plan for the short and long term, structure ways of achieving your plan, implement it for you and continue to support you and your needs at every life stage.
Our financial services cover full range of private, professional and corporate financial planning and management services.
From general financial planning to specific issues such as investments, pensions, wealth preservation and inheritance tax, we can help you plan for the short and long term, structure ways of achieving your plan, implement it for you and continue to support you and your needs at every life stage.
Our financial services cover full range of private, professional and corporate financial planning and management services.
Our clear procedures start with a free initial discussion.
If you decide that you'd like us to help you, we produce a jargon-free personalised report summing up your circumstances and setting out the strategies that we recommend.
It is then entirely up to you if you'd like us to implement the strategies, implement them yourself or ask other professionals to put them into action.
We charge a pre-agreed fee for all aspects of our services, which means that you know exactly where you stand and can be confident of genuinely unbiased advice.
If you decide that you'd like us to help you, we produce a jargon-free personalised report summing up your circumstances and setting out the strategies that we recommend.
It is then entirely up to you if you'd like us to implement the strategies, implement them yourself or ask other professionals to put them into action.
We charge a pre-agreed fee for all aspects of our services, which means that you know exactly where you stand and can be confident of genuinely unbiased advice.
Financial Planning is the process of working out what is important to you in life and how to achieve it from a financial point of view.
Our role is to give you a clear and fully informed picture of your financial situation, suggest ways of achieving your financial goals and make sure that you are confident that the strategies we propose are in line with what's important to you.
We'll spend time listening to you so that we fully understand what you would like to achieve.
We'll then establish your assets and liabilities, evaluate your financial position, prepare a plan for achieving your aims and put it into practice.
Our role is to give you a clear and fully informed picture of your financial situation, suggest ways of achieving your financial goals and make sure that you are confident that the strategies we propose are in line with what's important to you.
We'll spend time listening to you so that we fully understand what you would like to achieve.
We'll then establish your assets and liabilities, evaluate your financial position, prepare a plan for achieving your aims and put it into practice.
Our far-reaching experience means that we can readily help with all kinds of pension and investment planning and implementation.
From multi faceted or complex needs to straightforward requirements, we'll devise resourceful ways of making your money work as hard and productively for you as possible.
We work closely with you to agree an overall approach then look at the most cost-effective way of implementing it.
Our advice always reflects you as an individual, with issues such as your goals and concerns, time horizons, tax position, how you feel about investment risk and what access you need to your capital or income taken into consideration.
From multi faceted or complex needs to straightforward requirements, we'll devise resourceful ways of making your money work as hard and productively for you as possible.
We work closely with you to agree an overall approach then look at the most cost-effective way of implementing it.
Our advice always reflects you as an individual, with issues such as your goals and concerns, time horizons, tax position, how you feel about investment risk and what access you need to your capital or income taken into consideration.
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