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Financial planning and investment management

Good financial management is critical to the success of any organisation.

Confidence through clarity

You can’t always predict what the future holds, but you can make sure you are prepared for the important financial decisions you will face. We can help by:

  • Providing you with a detailed, holistic financial plan that best meets your needs.
  • Using our expertise in investment management, we’ll help you build an investment portfolio that is tailored to you.
  • Advising on tax regulations, helping you make the most of tax allowances and keeping up to date with any changes that might affect you.
  • Offering intergenerational financial planning that helps you pass on your legacy.

Many solutions will involve capital at risk products. Tax rules can change and any benefits will depend on your individual circumstances.

5-step financial planning process

  1. Meet

    An adviser will hold a complimentary meeting with you to understand what matters most, as well as to discuss your circumstances, attitude and capacity for risk, and your future goals.

  2. Discover

    To develop an integrated and tailored financial plan that best meets your needs, we perform a 360° assessment of your current financial position. By understanding the goals you wish to achieve, we agree with you the services that we will provide and the fees we will charge.

  3. Agree

    Once your tailored financial plan has been prepared, we will discuss it with you to ensure you understand and agree with our recommendations before we proceed any further.

  4. Action

    We will implement your personal financial plan with precision, drawing on dedicated support teams from across our business.

  5. Review

    We will regularly review and adapt your plan with you. This ensures that your financial planning objectives can evolve as life inevitably changes.

How we can help

Retirement planning
When planning for retirement, we have more choices than ever before. Our retirement planning service can help you build the wealth you need, to achieve the retirement you deserve. Our advisers can help you choose the right time to retire, maximise pension tax relief or consolidate your pensions.
Mortgage advice
Whether you require guidance about owning your own home or investing in property, we offer a complete mortgage advice service. Our experienced brokers offer tailored advice on residential and buy-to-let mortgages, including solutions for commercial mortgages, bridging loans and development finance.
Estate and succession planning
Deciding how you will pass on your estate and planning for it can be complex. We can advise on how to structure your estate efficiently so that your wealth is assured for the next generation. Our team can help you understand your goals, preserve personal and family wealth, and advise on business continuity if relevant.

Why choose us for financial planning?

We differ from other firms offering financial planning and advice by providing all the elements you need to protect, manage and grow your wealth, and combining them through a complete approach. As one of the UK’s largest and longest established providers of high-quality financial planning and investment services, you can trust that you’re in safe hands.

By partnering with us, you will take advantage of:

  • A dedicated, long-term and trusted relationship with an adviser.
  • The support of a team of in-house experts for any complex financial planning needs as well as tax-efficient and specialist investments.
  • A highly-qualified and experienced team of investment professionals to support any investment requirements from your financial plan.
  • A demonstrable track record of outperforming clients’ expectations.
  • Confidence through independent recognition for our service.
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Arrange a complimentary financial health check

For more information about our services and how we can help you, get in touch.

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Before you invest, make sure you feel comfortable with the level of risk you take. Investments aim to grow your money, but they might lose it too.