Based in Preston, Lancashire, we work with you to answer your financial questions. Whether you want to explore legitimate ways to reduce your tax bill, to understand what pensions, investments and protection policies you have in place to check they are working for you or to check you are on track for when you want to retire, we can help you.
We specialise in complex pension planning, tax planning and business protection, whilst incorporating investment planning and inheritance tax planning. We work with entrepreneurs, executives, families and business owners in the North West and further afield. Our aim is to help you to plan for the lifestyle you want in 4 easy steps.
1: Take stock: We can find out and summarise where are you now, what arrangements you currently have in place and what issues you face
2: Future goals: Through focusing on you we can look at your main priorities, what you are hoping to achieve, where you want to get to and what lifestyle you want to enjoy
3: Implementation. Once we know your goals we can work with you to put an effective plan in place
Finally the most important stage is:
4: Review: Building an ongoing, long-term relationship with regular reviews to ensure that you not only get on track for the lifestyle you want but also remain on track, whilst mitigating risks along the way.
Once this simple process is in place you will have peace of mind that you and your family are being looked after by experts who genuinely care about your future.