Our Services

Our Services

We are qualified in and advise upon the following financial planning areas;

Investment Planning
Tax Planning
Trust & Estate Planning
Retirement Planning

We offer a free initial no obligation meeting during which we will explain our services in more detail and our remuneration options.

We are happy to have a meeting at our offices on Preston Docks, at your home, or at a mutually convenient location.

Should you decide to proceed, we will:

Gather information about you/your business, your finances, your needs and your objectives, upon which we would later rely when providing our advice;

Prepare formal recommendations and discuss any actions we think are appropriate.

Implement all agreed actions.

Review your situation, objectives and any existing contracts that you may hold to ensure they continue to be appropriate for you.

We are independent and can offer products from across the market.

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