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Personal Financial Planning

Investments & Wealth Management

Start your investment journey today and grow your wealth

We’d all like to protect and increase our wealth, but knowing where to start can feel overwhelming and can lead to procrastination – a common roadblock to achieving financial success.

Our highly-qualified financial planners will listen to your goals and will help you to establish your appetite for risk whilst helping you to work towards your goals with our access to flexible investment solutions and industry expertise.

We'll make your finances work for you

We know there is more to life than money, but it’s a very good place to start.  Our team’s input can help make your money work harder for you. We look, we listen and we take things personally. This is a journey we take together – after all, your success is our success. Your Financial Planner will help to inspire ideas as well as empower you to find the freedom and confidence to live life to the full. 

Tatton Investment Management

We work closely with the award-winning Tatton Investment Management to provide you with a clearly defined and robust investment process.

Tatton provides a wide-ranging choice of portfolio styles and risk profiles for our clients and each investment decision is well-considered, leading to portfolios that contain a suitable blend of global assets, regions and strategies to help meet investors’ needs.

Tatton is a discretionary fund manager, meaning that your money is invested to create the optimum portfolio to maximise returns whilst staying within your comfort zone on risk.

We’re all encouraged to save our money and to invest it wisely. Sound advice indeed, but how much and where and what will it do for me?

The truth is that there are thousands of investment funds waiting for your money and deciding which one to choose can be daunting.

Our friendly and knowledgeable team of experts are happy to listen and guide you through the investment process and will share as much detail with you as you require.

Why not talk to us first?

Let’s arrange a meeting that will allow you to get to know us and what we’re about. During our meeting we’ll listen to you to get a full understanding of your financial needs and objectives. These may be as simple as wanting to retire at a certain age, but may be more complex and involve the creation of family trusts. Ultimately, you may just be looking to build your wealth for a more comfortable future.

Once we know what you want and you’re happy with us, we will spend time analysing your situation, researching your options and preparing our advice and proposals for you to consider in order to create a financial plan for your future. With your agreement, we’ll facilitate the implementation of the proposals for you. Once on track to achieving financial success, we’ll keep you informed of progress and regular changes in legislation at regular review meetings.

Whatever your investment requirements, we’re here to help.

Feel free to pop in for a chat or pick up the phone  01454 501 959 to set up an initial, no obligation meeting. Or use the contact form and we’ll get back to you.

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Our sophisticated forecasting software allows you to visualise your financial future based on key life events and what-if scenarios. You’ll gain a visual journey of your future with goal-based, interactive planning. The cashflow charts analyse current and projected future needs, goals and aspirations and assess the likelihood of you being able to achieve them, year on year, throughout your lifetime.

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Investments & Wealth Management

It’s easy to put off taking action, but our highly qualified and friendly team will make the process easy. We’ll listen to your goals and help you to establish your appetite for risk and then help you to work towards your goals using a range of flexible investment solutions.

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Retirement Planning

Whether we’re loving what we do for a living, or working to maintain a lifestyle, we can help you understand what you need to do to plan for a comfortable retirement. That way, you can know when you can retire; what you can spend between now and then; how much you can spend in retirement, and much more besides!

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Tax Planning

Just because the tax system is complicated doesn’t mean you need to get lost in it. We offer a wide range of tax planning services and can help you to minimise the amount of tax you pay, just by putting together a plan.

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