Independent Financial Advisers

Corporate Services

If you own your own business, you will need to consider a number of factors in terms of financial planning.

We can help you look at director's pension planning, exit strategies, share option agreements, and associated protection.

We are also able to work with you and your accountant to maximise tax efficient investments.

For advice on any of the above, contact us now.

Take the first step

We would be happy to discuss your requirements with an initial meeting.

Julian has been my Financial Adviser for several years and has helped me bring together a good foundation of financial products. As I work for myself, financial security is paramount and Julian has ensure that I have the right products for my needs. Julian has always been available for advice whenever I've needed him and has gone out of his way to ensure I fully understand any information given. I have always found him to be genuine, having utmost integrity and to be incredibly knowledgeable about the range of products we have discussed. I have absolutely no reservations about recommending Julian to anyone looking to enhance or secure their financial well being.
Juliet Eccleston - October 2023

Investments

Pensions & Retirement

Estate Planning

Corporate Services