Financial planning

Our financial planners can make a significant difference to your financial wellbeing and that of your loved ones.

They will help with a whole range of important strategic issues. This can cover how much you need to save to meet your long-term objectives or how much you can spend in retirement without jeopardising your financial security.

Smart financial planning can help you optimise the tax efficiency of your savings – using ISAs and pensions to minimise unnecessary tax bills.

Our advisers can offer expert advice on estate planning to ensure your money reaches the people you want it to reach and that you minimise the amount paid in inheritance taxes.

They can also offer sound advice to help ensure you have the right financial protection in place – whether that is life insurance, income protection or critical illness cover. You do not want to pay too much for insurance, but nor do you want to pay too little and be left vulnerable.

Our financial planning and investment experts work closely to offer a seamless and comprehensive service. The result is that you can enjoy the security of having a far-reaching financial strategy in place that is right for you and your family, and that it is being implemented effectively and efficiently.

Meet the financial planning team

The levels of taxations and tax reliefs depend on individual circumstances and may change.

The value of your investments and the income received from them can fall as well as rise. You may not get back the amount you invested.

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