Quinn McCarthy

I am married with three children, and a collection of animals! I describe myself as being a bit like a gym instructor for your money. Firstly we meet to see if we get along with one another, then we make a financial workout plan, then we try and keep on the plan we set up, which sometime takes some nagging, motivation and tweaking along the way!! It involves us both, and means we need to maintain a long-term relationship with one another to help us reach the goals we set out to achieve. I can't provide guarantees to my clients that we will always meet their goals, as life can sometimes get in the way, injuries can happen, and global events that we can't account for, but having a plan for your money, and having regular catch-ups to ensure we are sticking to the plan is certainly better than not having a plan at all. We provide specialist advice in Pension, Investments, Inheritance Tax planning and Integenerational Planning. Our typical clients are business owners, and entrepreneurs. We are a small family firm, that strives to put our clients first in everthing we do. I would like to think of myself and my Practice as friends to the vast majority of our clients and their families. Our initial consultation is at our cost with no obligation whatsoever, and it is a chance for you to get to know us and us you. We only work with clients that work with us over the long-term to create a two-way trusted relationship. Get help with your inheritance tax planning and understanding the tax implications of the estate you leave or accessing an inheritance you have received. Warning: HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen. Estate Planning is not regulated by the Financial Conduct Authority. Get help with a wide range of investment options, including equities, funds, bonds, and ISAs. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Get help with understanding the options you have to fund yours or a loved one's long term care. Get help on making a plan for a comfortable retirement; whether it’s starting a pension or understanding how much you should be contributing to one. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Get help understanding and evaluating your retirement options, whether it be via an annuity or a drawdown, or discussing the other available retirement income options for you. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.