Financial Advice

If you are looking for informed, impartial and perceptive advice from a financial planner regarding your financial affairs, we believe that you need look no further as we have offices in the central regions of Leicester and Northampton covering Milton Keynes, Warwick and the rest of the UK.

“Our advisers are truly independent.”

Our advisers are truly independent and able to choose from the whole range of available products and services, in order to assess those most suitable for your circumstances. This may include life assurance cover, Pension arrangements (including SIPPs), investments, Inheritance Tax Trust Fund structures and investment bonds, amongst other things.

Your Financial Planner

Your financial planner will work hand-in-hand with our discretionary investment managers to provide an all encompassing service, from the initial advice through to any ongoing management of your investments. Most importantly, we make sure that you remain fully informed all the way regarding your financial affairs.

We typically work on a disclosed fee basis, with any charges levied being commensurate with the work and advice involved and with this being agreed with you at outset.

We are confident that we can cater for everyone’s financial needs and requirements, be that the simple arrangement of some family life insurance cover, through to complex Inheritance Tax planning using an offshore trust arrangement. Contact one of our advisers in Leicester or Northampton today to see how we may be of help.

Amongst other things we offer advice on SIPP, Pension & Retirement Planning, Inheritance Tax Planning and a range portfolio management services.