Wealth & Tax Management - Chartered Financial Planners

We believe life is for living your dreams

FINANCIAL PLANNING SERVICES

ARE YOU…

Wondering how you can best plan your personal or business finances?

Looking to enjoy life now, whilst still investing for your future?

Struggling to find advisers you feel you can trust to be professional, unbiased and above all, successful with your money?

Financial planning can be a minefield; and we realise it’s probably not the most exciting or engaging thing you’ll ever do, but it is arguably one of the most important… it impacts on your life, your health and your wellbeing; it can be a worry; and it can have far reaching consequences (good or not so good!) for your family or your business too.

Which is why it’s important to find the right solutions for your individual circumstances; and why we won’t offer you any ‘one-size-fits-all’ or ‘off-the-peg’ packages.

Working together to understand your unique needs, lifestyle preferences and financial aspirations is at the heart of everything we do; that way, we can build strong, lasting relationships which deliver genuine and sustainable financial benefits for you, your family or your business.

We believe it’s our job to help you protect your wealth in a tax-efficient manner; making sure your money is working for you and not the product provider or financial institution.

Our financial advocacy covers a wide range of wealth-building and protection solutions, investment and tax planning strategies, and performance review options for private clients and business owners; all designed to help you become financially secure.

Plus we guarantee the advice given by our Chartered Financial Planners.

If you’re not delighted with our service, we will reimburse 100% of any fixed fee you have paid us. Going forward if you’re not delighted with our ongoing services we will reimburse 100% of any management fees you have paid us in the last year. No questions, no quibbles, no hidden charges: that’s our guarantee to you.

So if you’re looking for expert guidance in financial planning, totally personalised to meet your own unique needs, then look no further than our team of Chartered Financial Planners and specialists: we’re here to help.

Financial Planning
Financial Planning

Download your guide to the Fundamentals of Investing

money forecast™

Visualise and review your financial future with this software-driven service

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RETIREMENT PLANNING

Pensions and Transfers: safeguarding your future. Discover if you can retire early, have those extra holidays or help the kids out with the deposit for a house

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MONEY MANAGEMENT & INVESTMENTS

Investment structures and funds tailored to best suit your current and future needs

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WEALTH PROTECTION

Protect against life events and social threats (divorce, care costs etc.) with financial structuring, wills, specialist trusts, powers of attorney, life & health insurances

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BUSINESS SERVICES

Driving productivity, profitability and wealth protection for business owners and senior executive teams.

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WHY OUR CHARTERED STATUS MATTERS TO YOU

A financial adviser is a highly qualified individual with the skills and expertise required to help you manage your money effectively.

But barely 10% of UK advisers have personal Chartered Financial Planner status… and we have two of them on our team.

Chartered status is the most widely recognised ‘gold standard’ qualification available for professional financial planners, carrying equivalent qualifications to other established professions such as Chartered Accountants and Chartered Surveyors. It equates to a Bachelor’s Degree; but most importantly, it demonstrates our personal commitment to excellence and professionalism in everything we do, ensuring we provide you with:

  • ethical guidance, based around your needs and requirements
  • competent and knowledgeable advice
  • service and support of the highest quality

If you’re ready to take control of your finances and plan for a more prosperous future, one of our Chartered Financial Planners can help.

call us now on

01908 523 740

YOUR INDEPENDENT FINANCIAL ADVISER

Whether you’re local to us (Milton Keynes, Leighton Buzzard, Northampton, Bedford, London) or farther afield (we cover the entire UK using Skype™ and other secure communications technologies), our expert team of financial planning specialists can provide the advice and support you need to take care of your money effectively.

Call us today on 01908 523 740 or use the form to request a callback.

The sooner you start planning with us, the sooner you can be living your dreams.

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