Individual planning
Here to support you with quality financial advice you can trust. Our help encompasses a wide range of areas.
Financial protection
Having the right protection in place is a lifeline if you’re faced with a serious illness or death. You never know what’s around the corner, so it’s important to protect your finances and your family. There are various forms of protection, and we will advise on what’s best for you.
Retirement planning
Making the right decisions about your pension and retirement can be overwhelming if you do it by yourself, as there’s a lot to consider. We offer tailored advice to help you feel confident about your retirement and how much you may need to retire comfortably.
The value of pensions and the income they produce can go down as well as up and you may not get back the full amount that you originally invested.
Savings and investments
When you make the decision to save and invest your money, you’re making a smart move toward achieving future goals. You can do this alone, but with a financial planner, you can try and achieve more and get a better result by making your money work harder.
The value of investments and the income they produce can go down as well as up and you may not get back the full amount that you originally invested.
Tax planning and mitigation
Nobody wants to pay more tax than they need to. Financial advice from our knowledgeable team will help to legitimately reduce tax liabilities, protect your assets and preserve your wealth for future generations.
The Financial Conduct Authority does not regulate Taxation Advice and Inheritance Tax planning.
Care fee planning
Figuring out how you’re going to pay for long-term care can be challenging, especially if you’re unsure about what is and isn’t available to you. Our team has experience in helping people fund care in later life, whether for you or a loved one.
School fees planning
Understandably, you want what’s best for your child and you consider private education to be an investment in their future. We’ll discuss with you the tax-efficient strategies and best ways to start saving for your child’s education and any additional costs that may arise.
Wills, trusts and Lasting Power of Attorney
Talking about death is never pleasant. However, it pays off to have a secure plan in place about what will happen when you’re no longer here. We’ll discuss your options with compassion and care and can also advise on matters regarding your family. You won’t have to do it alone.
The Financial Conduct Authority does not regulate estate planning, wills, trusts and Lasting Power of Attorney.
Over the many years we’ve worked together, Jonathan’s professionalism, knowledge, and service have been of great reassurance. His Chartered status is a testament to his excellent financial planning acumen. He has been fundamental in helping us achieve our objectives. I would recommend Jonathan to anyone in need of a very good adviser.
When I first met Jonathan, my affairs were complex, required considerable review and adjustment, and I had specific objectives to achieve. Jonathan has surpassed the original objectives. Regular meetings, combined with many “Can we have a quick catch-up" calls, have ensured I have a hugely reliable partner who I can trust.
We couldn’t recommend Jonathan more highly for his understanding, supportive, and expert approach in advising on our pension and investment options. He’s always been very responsive, courteous, and sensitive in all interactions and explained complex areas in layperson's terms. We look forward to many more years of having him manage our financial affairs.
Jonathan has been my financial adviser for more than eight years. He’s always been extremely knowledgeable and professional, and I value his exceptional skills in explaining complex financial matters clearly. He has a very friendly, calm, and warm personality and always goes the extra mile.
Jonathan has been advising me for several years on my pensions and retirement income solutions. He is a true professional, and his recommendations are well thought through and are specific to me.