Chartered Financial Planners (Corporate)

South East England

South West England

London

Chartered Financial Planning Firm of the Year, Personal Finance Society Awards 2022/23

VouchedFor Top rated UK Advice Firm 2024

Pension Transfer Gold Standard firm

Society of Trust & Estate Practitioners (STEP) accredited Trust & Estate Practitioners

STEP Employer Partner accredited

Citywire New Model Adviser Top 100 UK Financial Advice Firm 2023

The Private Office

Get help to potentially generate a better return on your savings, with a full range of investment options which could include equities, funds and bonds.

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.

Get help understanding and evaluating annuities vs. drawdown, or discussing the other available retirement income options for you.

Get advice on transferring pensions where you do not need a specialist, for example a standard personal pension or one through your employer that is made up ONLY of regular contributions from you and your employer (this should not be a defined benefit pension)

Get advice on transferring pensions where you need a specialist, for example where you want to transfer a Defined Benefit or Final Salary scheme (one that promises to pay a certain income), or where there are other safeguarded benefits. Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.

Get help with planning your inheritance and understanding the tax implications of an inheritance you leave, or accessing an inheritance you have received.

Get help with understanding your options for releasing equity from your home. Understand the main options, the costs associated and the long term implications of each option. Equity release will reduce the value of your estate and could affect eligibility to means tested benefits. Your adviser should be able to assess and explain this to you.

Get help to understand the best level of life cover, critical illness cover and income protection for you.

Get help with understanding the options you have to fund yours or a loved one's long term care.