We are an Independent firm of Chartered & Certified Financial Planners that tend to specialise in Pensions, Investment and later life planning advice.
Our work is underpinned by excellent qualifications, experience and a commitment to financial planning.
Ian is one of the UK’s leading and recognised expert financial planners who is both a Chartered Financial Planner and Chartered Wealth Manager. He is also a published academic with expertise in behavioural finance and investment risk and holds a Doctorate in this area.
His hobbies include Archery and Formula One.
We offer a diverse range of wealth management products. The right combination of investments can be different for each client. We are there to help you construct a portfolio that will help you achieve your goals.
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24.04.2024
Looking at the many options available when taking benefits from Pension Schemes. Please contact us for advice on your specific circumstances.
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There are many types of life assurance policies, all with different features and benefits. The aim is to provide money for those who may be financially dependent on you, in the way which best suits your needs.
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We're here to help you choose the right way to invest your money in order to help you meet your objectives. In this section we've covered the most common types of investments. Speak to us to discuss your situation further.
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24.04.2024
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