A professional service for professional clients tailored solutions for Solicitors & Accountants

Over the years we have established close associations with many renowned firms of Solicitors and Accountants who require specialist financial management and advice for their clients.

Long Term Care

We have been approached by many Solicitors looking for a specialist adviser with bespoke long term care knowledge. Advisers working in this area are ~ required to undertake annual training with a Barrister who concentrates on long term care issues. Emma Ames, one of our directors, is our specialist in this field. Emma has also obtained the Chartered Insurance Institute's advanced long term care qualification known as CF8.

Trustee Investment

All our financial planners are qualified to advanced levels in Taxation and Trusts. Each is well versed in tax and investment issues for all types of trust. Our experienced team provides detailed investment reports for new trusts and those which may need reviewing.

As a valued addition to our professional service we also run in-house seminars for Solicitors and Accountants on Trustee investment.

Pensions & Divorce

We recognise the necessity of being up-to-date with all contemporary issues surrounding divorce cases.

We are happy to work on a joint instruction basis if required.

Inheritance Tax Planning

To fulfil the rapidly growing need for expert advice in this field, all our financial planners hold the Advanced Financial Planning Certificate in Taxation and Trusts.

Retirement Planning

Regulatory bodies now demand that advice on certain aspects of Retirement Planning and pensions can only be offered by advisers holding either the Advanced Financial Planning Certificate qualification G60 or the Advanced Diploma Pension Planning qualification AF3. We offer the professional services of two financial planners who are qualified at this level.

Pension Scheme Administration

Our Pension Scheme administration team has a wealth of experience in administrating Small Self Administered (SSAS), Self Invested Personal Pension (SIPP) and Group Personal Pension (GPP) Schemes. We also advise pension scheme Trustees on their options when considering Occupational Pension Scheme wind-ups.