We deliver in-depth, tax-efficient planning to make sense of your finances and develop a roadmap for your financial future – with simple, clear and transparent fees.
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Our experts will create a bespoke plan to give you a clear view of the future and peace of mind that your retirement is on track. Our priority is that you feel a sense of security for yourself and for your family.
Our teams of expert, personable professionals will translate complexities into a plainly-spoken strategy. The majority of our team are Chartered Financial Planners, many of whom also hold Certified Financial Planner status, an internationally recognised advanced financial planning qualification.
Our teams of expert, personable professionals will translate complexities into a plainly-spoken strategy. The majority of our team are Chartered Financial Planners, many of whom also hold Certified Financial Planner status, an internationally recognised advanced financial planning qualification. We are the first firm to be dual accredited by both CISI (Chartered Institute for Securities & Investment) and the CII (Chartered Insurance Institute).
We have been named the second-best advice firm in the FT Adviser's Top 100 list for 2023, Money Marketing’s Advice Firm of the Year 2023, STEP's Accountancy Team of the Year at the 2022 Private Client Awards, and have been awarded the Citywire New Model Advisor award for National Financial Planning Team of the Year for the fourth year. We have also held the Gold Standard Award for Independent Financial Advice for over 10 years.
Our financial planners and investment managers are highly regarded for the services they provide. At present, our teams are rated 4.8 out of 5 on the trusted advisor site VouchedFor.
I am about 10 years from retirement and wanted advice on what that would look like financially, and whether there was anything I could do to ensure the best use of funds. VouchedFor feedback |
If you would like advice and support with retirement planning, please get in touch.
Pensions are a tax-efficient way to save. An individual receives tax relief on the money paid in, tax-free growth during the period that they hold a pension, and the ability to access money tax-efficiently in retirement (a combination of tax-free cash and taxable income). There is no limit on how much can be built up within pensions, however taxes may be applied upon drawdown.
Pension funds have, for some time, been used as a tax-efficient way to pass wealth to future generations as they, in almost all instances, sit outside of an individual's estate. Pensions are therefore not part of Inheritance Tax (IHT) calculations and are not subject to the punitive 40% IHT rate.
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