We define the services we provide to our clients as follows:

Corporate Financial Planning

This includes advice concerning employee benefits such as employer sponsored pension schemes and insurances covering the death, illness and injury of employees, key personnel or shareholders.

Individual Financial Planning

This is a sophisticated and specialised service which has been designed to help clients achieve their ongoing financial aspirations.

Individual Financial Advice

This involves identifying specific financial needs and arranging appropriate plans such as pensions, investments and insurances covering death, illness and injury.

Whilst each of these services is individually defined, all three may be relevant to any of our clients.