Are you still growing your wealth?

We help working professionals or people running their own businesses, to grow their wealth in the most effective way possible. We understand that for many, balancing the lifestyle that you want for your family today, and the retirement you want to have in the future, can be tricky.

How we help

Our approach is simple. From the outset, we’ll spend lots of time getting to know you and your family. This starts with a meeting where we’ll work together to identify what’s important to you. From this, we can establish what your financial goals are, both now and for the future.

Once you’re happy to engage with us, we’ll undertake further research and put together a cashflow forecast. This will clearly show you where money is coming in and out, and the impact of the most typical ‘life events’ such as retiring.

Then we put together a completely bespoke financial plan, designed to help you to achieve all the things that are important to you. We’ll recommend what you need to do about your borrowing, mortgages, savings, investments, pensions and insurances to put you in the best financial position you can be.

  • I’ve paid off the mortgage/received a bonus/inheritance - what should I do now?

    Once we understand your goals, we’ll advise you on the best use of your windfall or excess income.

  • Should I transfer out of my DB pension scheme?

    This will entirely depend on your circumstances and your goals for retirement. We’ll help you make the right decision for your family.

  • Will I be able to retire when I want to?

    With cashflow planning, we can help you identify the optimal age for you to retire.

  • Am I paying too much tax?

    We can advise you on the most effective ways to ensure you only pay as much tax as is necessary.

Client story

Victoria is 46 and works as a part-time estate agent in Cheltenham. She is divorced and has a 10-year-old daughter.

VICTORIA, Cheltenham

Contact us

If you have a query or would like to arrange a no-obligation consultation at our cost, please complete the form and we’ll get back to you very soon.