Who is our service appropriate for?

There are a number of people who choose to use our financial planning service. These include:

Individuals who are looking to save on an ongoing basis;
Persons approaching retirement, or who are already retired;
Trustees and beneficiaries of discretionary, disabled or offshore trusts;
People who already have an investment manager or stockbroker on a discretionary basis but who would like a professional to make sense of the jargon, review performance and help manage their risk; and
Persons concerned about their tax status, either from an income, capital or inheritance tax perspective.