We are a firm of Independent Financial Advisers and Wealth Managers based in Kent close to junction 3 of the M25.
Our work always starts with a comprehensive analysis of a client's financial position leading onto a broad discussion about lifetime and financial goals.
We deal with clients from all types of background. We can add value particularly:
- If you require ongoing pension or investment fund management advice
- As you approach retirement to help you establish the best way to convert your pension funds to income and maybe capital (tax free cash)
- If your circumstances have dramatically changed through ill-health, bereavement or through receiving an inheritance
- If you require inheritance tax planning advice
- If you require life and/or health insurance policies or just a review of your current cover and needs
- If you need help with general financial planning because of a particular issue
We offer a half-hour first meeting free of charge to help you assess us and for us to establish whether or not we can help you.
Please feel free to contact us to discuss how we might help you.