Financial Planning

Our financial planning service has been designed to allow you to gain a clear view of your finances as well as to help you plan for the future by putting a plan together.
In order to do this, the first thing you need to clarify is your goals, Once you’ve done this, we’ll assist you in establishing a clear set of milestones and ensure that you’re on the right track, using the very best planning tools for the job.

Life Planning

When planning your financial future, it’s important to start by assessing your current situation then work out exactly where you would like to see yourself in the coming months and years.

We use sophisticated tools to map your goals and show you what your future will look like financially. This will provide you with the foundation for any action that you may need to take now.

Protection

When it comes to financial planning, one of the key factors lies in ensuring that your family will be protected in the event of a critical illness. We work with you to assess the impact on you and your loved ones if your circumstances change suddenly, providing you with the security and peace of mind you’ve been looking for.

Probate

We understand that probate isn’t the easiest subject to deal with and ensure that beneficiaries and executors are given all the impartial, expert advice they need – our team of friendly and highly experienced advisers pride themselves on offering sound knowledge. We also make sure you’re aware of all the options available to you and help you to decide which choice best suits your requirements. All actions are carried out in the strictest confidence and we handle all matters in a considerate and appropriate manner.

Divorce

Divorce and separation can be complex enough without things like pension entitlement, life insurance and investment disputes getting in the way. We can ensure these matters are taken care of in the smoothest possible way and provide expert guidance on cash assessments and equivalent transfer values, pension sharing orders, financial planning advice (to ensure the protection of your dependents) and strategic advice on more complex pension issues.

Support

Advisors can benefit from our knowledge of local tax information, trustee credentials, the benefits of QROPS, the advantages of taking out a QROPS in a particular jurisdiction and up-to-date rules and regulations. We also offer an administration service which ensures all applications are received with no outstanding requirements. As well as this, we give informative presentations for professional introducers and can source tax reports from qualified international tax advisers specialising in the geographical location in which your client is based.