Many of our clients have complex financial arrangements. Some will already have professional advisers, whilst some will need to appoint advisers to access the skills they need, such as legal or accounting advice.
Similarly, professional advisers will encounter situations where their clients will benefit from financial planning in connection with matters such as divorce, separation, employment, retirement and long term care.
We have a strong understanding of the legal and taxation frameworks for appropriate and effective financial planning across these complex advice areas.
Our approach with professional advisers is collaborative, and we have strong relationships with legal, accounting and other professional services firms. These relationships allow us to offer a holistic approach to dealing with our clients’ financial planning, providing a hub through which multiple tiers of advice can be sourced.
We also recognise that professional advisers themselves will need financial planning support at some point in their careers. Many of our independent financial planners provide advice to other professionals, and are familiar with the financial requirements which are unique to them.
For more information on how we can advise and support you and your clients, please click on the links below.
We can help you to make the most of pension legislation whilst you’re saving and when you need to create income or capital from your pension.
It’s important to understand your income and expenditure. We can help plan for your future through a cash flow model.
We’re experienced in dealing with the intricacies of divorce settlements and can offer highly qualified pension transfer specialists.
We’ll help you identify an appropriate level of life cover and income protection should the worst happen to you.
We’ll help you maximise tax efficiency by making use of available tax reliefs, allowances, tax wrappers and investment products.
We can help you choose how you want to be cared for in later life and identify how you can meet those future care costs.