Providing Clarity on

Your Financial World.

Our Financial Planning helps great people to identify how much is enough and then enjoy the rest of their lives.

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We love to work with:

We work best with the following groups of people to help them to build a plan for financial freedom:

People at or approaching retirement

When approaching retirement or in retirement, it's important to have a plan for using your money to enjoy life. We help you to build a strategy for income production and making efficient use of your wealth.

Clients in retirement requiring income

Clients who are moving into or have moved into retirement and using their asset base for income. We generally find that these sorts of clients are looking to enjoy retirement with travel, hobbies, volunteering.

Those in need of estate planning

You want to pass down assets to your family and ensure that your legacy gets handed down as you intended. This often means managing Inheritance Tax and Care needs for decades to come.

Attorneys, Deputies & Trustees

When you've been allocated control of assets, it can be a confusing and time-consuming situation to be involved in. We can help take the pressure off you whilst you're also trying to handle your own financial situation.

Build a clear plan for the future

We help you to identify the things you want to do and how your money can get you there, with a plan in place for achieving it.

Organise your finances

Become more financially confident and feel more secure that you have enough to do the things you want to do.

Simplify the complex

We help you to remove complex financial jargon from your situation and make sense of everything that you have.

About You >

It all starts with you.

Once we understand who you are and what you're looking for; we can use our skills and experience to help you.

Retirement Planning

Identify your ideal retirement and explore how your money will help you live life.

Professional Partnerships

We connect you with professionals to make sure that everyone is working in your best interest.

Investment Planning

We're Evidence-Based Investors, meaning we use research and data to back our investment decisions.

Protection Planning

Protecting your family is top of most peoples' priorities. We work with you to find the right solution for you and yours.

Tax Planning

We make sure you're using all available tax allowances and ensure that you're paying the right amount of tax.

Legacy Planning

You want to ensure your wealth gets passed down safely. We offer wider family security & peace of mind.

About Us >

Your capital is at risk. The value of your investment (and any income from them) can go down as well as up and you may not get back the full amount you invested. Past performance is not a reliable indicator of future performance. Investments should be considered over the longer term and should fit in with your overall attitude to risk and financial circumstances.

The Financial Conduct Authority does not regulate tax planning.

We help you to answer big questions that begin with...

"Can I..?"

This could be "retire" or "move to the coast", or something simpler. Whatever it is, real lifestyle financial planning can provide the answer.

Big questions.
Simple process.

We use the best industry-wide financial planning process to set you on the path towards financial confidence.

1. Let's chat about you

First, we meet with you to have an introductory call at our expense. In this call, we find out more about you, and explain a bit about us.

2. We start to think big

Next, we work with you to identify the things you want to achieve and what you currently have that might allow you to do this.

3. Build a Framework for Success

When we know what you are looking to achieve, we build a plan for success and help you to implement the right things to achieve it.

Our Process >

We've spent decades helping good people.

Simon has been working in the financial planning world since 1999 and holds Chartered Status from the Chartered Insurance Institute.

More importantly, we use our knowledge to shape solutions to fit our clients' needs and aims; and then continue to evolve them alongside you.