IT’S ABOUT YOU…
We are here to provide you with objective counsel on how to achieve your financial goals, coaching on how to handle your money and comprehensive, independent financial advice.
“To have the financial planning and asset management put in such clear terms was a refreshing change to some of my previous consultations.” Doug Whiteley, Retired, Leeds
Managing money is not an end itself. Money is a tool for helping you achieve what really matters in your life. So let us help you work out what you really want to do and then how best to organize your finances to make it happen.
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Our Wealth Management service is for your life journey: we want to understand where you are now (your circumstances) and where you want to be (your goals) and how best to help you get there (your financial plan).
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Usually a major life event triggers the need to get some advice. Receiving an inheritance, selling a business, landing a well paid job, getting married, having children, bereavement, retirement.
This tax allowance allows you to transfer £1,100 of your personal allowance to your husband, wife or civil partner. It can reduce their tax bill by up to £220 a year. There are certain eligibility rules but if you qualify you can apply in the current tax year and backdate it to last year when...Read more
Much as we might like it, when it comes to investment we can’t have our cake and eat it. However, if you are someone who would like to see a positive social return, as well a financial return on your money, then you may wish to consider Social Investing. For some investors social investing can...Read more