A Whole New Perspective
We want you to live the life you want, without the worry of ever running out of money.
We believe life is about balance: spending and saving, risk and reward, working hard but also enjoying yourself.
Plan well, live well
It’s a simple message but one that really does work. That’s why, when it comes to your finances, we like to look at things a little bit differently.
We don’t believe financial planning should just be about accumulating money for the sake of it but rather the possibilities it can open up. As a result of working with us, we want you to be able to live the life you want, without the worry of ever running out of money.
So we encourage you to think carefully about what you want out of life. We will help you define your main objectives, then put in place steps so you can achieve your goals and support your chosen lifestyle.
“Thanks to James’ advice, my wife and I have much higher retirement income than we ever expected. I just wish he’d stop reassuring her that it’s OK to spend!” – John Pearson – Retired Business Owner
INVESTMENT & TAX MANAGEMENT
- Portfolio management
- Unit trusts
- Investment bonds
- Specialist & alternative investments
- Personal Pensions
- Self-Invested Pensions (SIPP)
- Phased Retirement
INHERITANCE TAX & LEGACY PLANNING
- Specialist investments
PERSONAL & BUSINESS PROTECTION
- Life cover
- Critical Illness cover
- Income Protection
- Shareholder & Key Person cover