We are a firm of financial advisers based in Newdigate, Surrey (but with clients all over the UK). We provide advice to both individuals and companies on all aspects of financial planning, through a long term approach of fully understanding our clients' needs, wants and aspirations and then prioritising objectives.
As fully independent advisers, our clients benefit from our being able to offer advice on the broadest range of products and services.
We provide advice following a personal / business financial review which will take place at a convenient time and place. Usually a review will start with a very broad discussion of your concerns and aspirations, before moving on to a thorough financial review.
Following your initial review, we will take time to consider your situation, needs and priorities before writing a detailed financial report. We will discuss this face to face in a follow up meeting in which we'll explain our recommendations and agree affordable priorities to assist you in achieving your objectives.
We offer a comprehensive financial planning service for all your investment and protection needs:
- Life Assurance
How much cash would your family need to maintain their current lifestyle if you die prematurely?
- Income Protection
Would you require a regular income or a cash sum if you suffered a serious illness or disability?
- Pension Planning
When do you want to retire and how much income will you need?
- Investments / Regular Savings
Are you making the best use of any spare capital or surplus income?
- Business Protection
How would your business cope with the death of a shareholder or keyperson?