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Charities & Trusts

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Businesses

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Professionals

Over the many years that we have been helping clients we have identified several common scenarios.  You may find yourself in unfamiliar territory, which can be worrying, however, thanks to many years’ experience we can draw on our knowledge and expertise to offer solutions to help you navigate through changes in your circumstances.

If you are still working and in the accumulation phase of your wealth you may wish to engage a professional to manage your portfolio so that you can be sure that risk is being monitored and that the portfolio remains aligned to your future aspirations.

You may have just downsized your own house, or sold an investment property, inherited some funds or sold a buy-to-let property, resulting in a one-off lump sum.

If you are retiring, we will work with you and your pensions advisor, to manage your investments and provide a stable income in retirement, from an appropriate pension wrapper advised by your pensions advisor. If you do not have a pensions advisor we can introduce you to one.

If you are a Trustee of either a Trust or a Charity, we have experience of dealing with both. It is very important to engage a professional who understands the aims and objectives of such entities. We take time to understand the background and can work with other professionals to ensure that all the legal and tax considerations are taken into account.

If you have a number of different accounts and investments, you may feel they need to be simplified and perhaps explained to you fully. You may feel that you might like a more personal approach to your investments.

If you have sold a business, you may have fresh capital to invest and possibly existing investment that could be rationalised and reviewed.

If you have a significant amount in the bank or building society. You may need those funds to generate more income for you.

If you or a relative is moving into care, and perhaps selling a house and there is a need to generate care home fees.

We are very happy to work with any other advisers that you might have in place to ensure that all aspects of your financial security are considered.  We do not offer a Financial Planning Service but can work with your adviser if you have one or recommend one to you if needed.

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