Client Stories

We work with a wide range of local individuals. What unites them is that through our style of financial planning, we can give them the freedom to lead the life they want. We also work with a number of local companies both large and small.  

We strongly believe in providing opportunities for financial advice to everyone – whoever walks through our door at the Tuesday Market Place. And we offer the same level of advice to all. That means, we don’t believe in setting a minimum level of assets. Our objective is simply to help everyone make informed choices, whatever their specific circumstances.

With our corporate clients, we will offer advice on their group pension scheme but many of their employees also become individual clients of ours too. We also work with many business owners on their SSAS or advise on succession planning and exit strategies.              

Or you may be someone who is approaching retirement, is at the point of retirement or is already in retirement. Depending what stage you’re at, you may still be accumulating your assets or you may have reached the point where you’re decumulating and wondering which particular pension choice is right for you. If you’ve already retired, you may be looking for advice on tax planning to make provision for later life.

Whoever you are, it’s our role to help you make those all important life-changing decisions with confidence.

Let the taxman help buy your commercial premises

Simon, John, David and Gregg * are four directors/shareholders in a medium sized manufacturing company, which like many firms has seen both the good
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Saving a business’s life with the right protection

Karin and Nick* run, a small, successful bistro business, as a limited company. Nick is ‘front of house’, welcoming customers and making them feel
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Insights

Meet the Team | Archie Bobbins

Archie joined our company this year as an administrator – find out more about his day-to-day role and interests below… How long have you worked here? I have now been...
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Mortgages | Our lowest ever rates

With the Bank of England Monetary Policy Committee’s view that a rise in interest rates is looking increasingly likely, we thought we may begin to see product rates edge up....
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Ring Associates opens doors to its historic premises in King’s Lynn for Heritage Open Day

Read more at: http://www.lynnnews.co.uk/news/business/ring-associates-opens-doors-to-its-historic-premises-in-king-s-lynn-for-heritage-open-day-1-8145839
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