Planning for Success

Planning for success

We work with a wide range of clients providing our high level of expertise in the areas of Investment Management, Retirement Planning, Later Life Care and Estate Planning services. A broad knowledge of everything from complex retirement and investment solutions to risk management strategies and tax laws are required to ensure our clients achieve the very best outcomes.

Investment Management – We construct robust, well-diversified and adaptable portfolios in line with your objectives and attitude to risk. Investments should not be seen as a one-off event, so you receive an annual review of your portfolio to ensure all of the variables are considered and the portfolio adjusted where necessary.

Retirement Planning – We help clients build up funds within their pensions in the most tax efficient manner. When accessing your retirement benefits we construct a robust solution aimed at providing you with long term income you require, whilst minimising risk. We also advise and manage company pension too.

Later Life Care –  As we are living longer, we need to put plans are in place to make sure we get the right help at the right time, whether this is arranging our Lasting Powers of Attorney, Wills, Trusts and provision for Later Life Care. Our adviser Sophie Smith is an accredited member of the Society of Later Life Advisers (SOLLA), meaning she is able to help you in all areas of later life financial matters, including retirement planning, care funding (both care homes and care in your own home), equity release and other property options, savings and investment planning, tax matters, and estate and wealth planning. She’s able to give you advice about specific options available to you, and give you recommendations based on your personal circumstances, and what products best suit your needs.

Estate Planning – We help clients put in place advanced estate planning solutions which can assist in mitigating inheritance tax liabilities and help ensure your estate passes to your loved ones. Our services include all legal aspects involved in estate planning collaborating with our sister company Fogwill Jones Legal Services Ltd which has a member of the Society of Trust and Estate Practitioners (STEP), the global professional association for practitioners who specialise in family inheritance and succession planning.  STEP members are internationally recognised as experts in their field with proven qualification and experience.