Accountancy and Legal services are available by referral only.
The value of pension and investments and the income they produce can fall as well as rise.
Equity release will reduce the value of your estate and can affect your eligibility for means tested benefits.
Think carefully before securing debt against your home, your home may be repossessed if you do not keep up repayments on your mortgage.
I am a Chartered Financial Planner which is an exclusive title only awarded by the Chartered Insurance Institute (CII) to individuals and firms which meet rigorous criteria relating to professionalism and capability. All Chartered Financial Planners commit to the Code of Ethics & Conduct of the awarding body reinforcing the highest standards of professional practice in our business dealings. I also have a degree in Chemistry & Pharmacology, an MSc in Organic Chemistry & an MSc in Financial Risk Management. Before becoming a Financial Adviser, I worked as a Front Office Investment Banker with a Tier 1 bank in London, so I have first hand experience & knowledge of navigating the Financial Markets.
As a firm, we are committed to ethical, sustainable, governance (ESG) investing, AKA socially positive investing. We have been profitably investing our clients’ money in this way since 2013. Investing in a socially responsible way does not have to be at the detriment of investment performance or risk management.
We like being a small business and we want it to stay this way and so do our clients, this means we are only able to work with a limited number of people and businesses. We provide a personalised, meaningful & profitable service to our valued clients, helping them to grow & protect their assets in a risk managed way. As a prospective client, you will have attained a certain level of wealth & income enabling you to fund your tax efficient-diversified portfolio, this being a prerequisite to achieving your financial goals.
We only undertake expert 360 financial planning for our clients who have funds under servicing with us, i.e., we won’t undertake transactional business like mortgages for non-clients, for example; Please only make an enquiry if you are a higher / additional rate tax-payer and / or if you have over £400k+ of investable assets (e.g. pensions and investments) that you would like serviced by a professional financial expert. Thank you.