Financial Planning

Effective financial planning will ensure that the decisions you make for your income and capital today, reap the maximum rewards in the future. What you also need is a financial solution that will provide the flexibility you require to turn your vision of the future into a reality, and to provide all the features you demand to meet your changing needs throughout your and your family's life.

Our approved partners offer you world leading solutions from companies such as Deutsche Bank, Castlestone, Invesco, Friends Provident International, HSBC, Generali International, Irish Life, Lloyds TSB, GAA, Prudential and Zurich to name but a few.

They advise on a full range of wealth and pension services, and are able to help our clients make appropriate financial decisions. Our partners are able to provide individuals, and businesses, with sound objective recommendations without bias or hidden agendas due to their independent status.

Personal Online Savings Planner

Handcrafted savings solutions, tailored specifically for your financial needs and goals

Some examples of the areas where we can help both private and corporate clients are listed below -

Financial Planning services

  • Placing your assets onshore and offshore for capital growth
  • Planning for retirement
  • Group Pension/Staff Retention Schemes for Key Members of your staff
  • Inheritance Tax Planning
  • SIPPS and QROPS solutions to free your frozen UK pensions
  • School or University Fee Planning
  • Offshore Pension Funds
  • Expat Life Assurance

For more information on any of the above services, financial planning, or to arrange a confidential, no obligation discussion with a senior consultant, please contact us.