We are committed to providing genuinely independent financial advice and can do so by using specialist firms of independent financial planners with a proven track record of technical excellence. By referring business to such companies, who act as an 'authorised third party' to ourselves, we find we can use their specialist knowledge in conjunction with our specific knowledge of your existing financial and tax affairs so that together we effectively work towards a common goal - financial success.

Areas of advice include:

• Analytical review of current financial planning arrangements
• Implementing procedures for company succession
• Focused planning for retirement
• Protecting against potential loss of profits due to illness or death
• Optimising the purchasing power of your pension fund at retirement
• Advising on capital investment strategies designed to maximise growth potential whilst minimising risk
• Creative trust planning to mitigate inheritance tax
• Proactive year end tax planning