Individual Clients

Financial planning is not just for the wealthy. If you are looking for guidance on how to manage your money to meet your life goals, short-term and long-term, we can help. From making your income, savings or mortgage work harder for you, to planning your retirement or other major events, a financial plan will show you the steps you need to take to achieve your ambitions, via a straightforward ‘big picture’ approach.

Your home may be repossessed if you do not keep up repayments on your mortgage.

We do not normally charge a fee as we are usually paid by the lender. However, you have the option to pay us a fee and receive any commission which we are paid by the lender. If you choose this option, we estimate that the fee will be £250.00.

For some, it takes a financial crisis before they consider how their money has really been utilised, but why be one of the gamblers? With a regularly reviewed financial plan in place, you may be in a better position to handle emergencies and meet money challenges head on, with less of an impact on you and your family than if you’d waited.

How does it work?

Financial planning is a two-way consultation. We will guide you through a simple system of information-gathering take a snapshot of your current finances and life goals. We then show you the steps you will need to take to achieve your aims, and advise the best route to financial freedom.

By analysing your individual circumstances and objectives we are able to recommend suitable investments that will match your requirements in terms of risk, tax efficiency, accessibility, costs and growth expectations.

We continually research the products and services offered by leading investment institutions, fund management groups, stockbrokers, insurance companies, banks, building societies and the Government to ensure you always have access to the best opportunities for your circumstances. A regular review of your financial plan aims to ensure that your money is on track to achieve the lifestyle you want.

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