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.

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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

5 key budget takeaways

This year Chancellor Philip Hammond delivered his autumn budget a few weeks earlier than usual. Normally the budget is released in mid-November, but this year he gave the budget on...
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4 top tips to protect yourself against pension scammers

You may well have seen the headlines that victims lost an average of £91k each in pension scams last year. Worryingly, in a recent survey, 32% of pension holders aged...
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Interest rate rise: What does this mean?

The Bank of England has raised interest rates from 0.5% to 0.75%, only the second rise in a decade. Currently, interest rates stand at their highest since 2009 and reflect...
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