Independent

Bespoke
Financial Advice

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Create Your Financial Future

Our aim is to provide each client with a tailored experience so that whatever your enquiry you receive the appropriate help, service, knowledge and understanding bespoke to your needs.
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Independent Financial Advice

We are fully Independent Financial advisors and have been fee charging since we began trading in 1995. Our clients are always at the centre of our advice, and our motivation is only ever to find the most suitable and desired options for you.

Each of our highly skilled advisors have a broad scope of knowledge in financial planning, and we also have specialist advisors for our clients more niche needs.

These are some of the areas that we can help you with:

  • Personal and small business tax planning
  • Inheritance and estate planning
  • Maximising Tax allowances
  • Cash flow planning
  • Long term care planning
  • Mortgage advice (specifically Equity release)
  • Pensions advice
  • Retirement strategy and planning
  • Investment advice
  • Investing for children
  • Investing for the future
  • Enterprise Investment Scheme and Venture Capital Trust
  • Personal protection advice
  • Income protection
  • Mortgage protection
  • Work place pension advice for small businesses
  • Small business protection
  • Key man insurance

We provide initial, ongoing and ad hoc advice services for each individual client’s wants and needs

After establishing your needs and goals we combine these with a holistic analysis of your current financial situation in order to build a plan based on well informed advice. We then provide all the administration to implement any recommendations whilst keeping you updated and informed throughout this process. Upon completion we will report on your new plan, policy or strategy and set in place a schedule of any required review appointments or ongoing servicing.

Ongoing

Once we have implemented any recommendations we offer a selection of ongoing services so that your financial plan is being reviewed in line with any financial or personal changes you may have. Our service levels always remain of a high quality with the option for a larger quantity of contact for those that would like a higher frequency of in depth reporting.

Ad hoc

We also offer ad hoc advice services for those that only need to implement a one off financial product, for example; life assurance or equity release schemes, or for those that only need ad hoc advice and do not require ongoing services. This will be based on a full review of your circumstances and in line with your capacity and desires.

If you would like help or advice for any financial planning area please call and speak to a financial advisor in our Ipswich office.

We always provide an initial meeting at our expense to ensure that you have a chance to meet us and to check that we can supply you with the appropriate solution to your needs.

Service Levels

Our ongoing service levels vary in quantity but never in quality. We provide a high level of servicing and reporting to each of our clients, we pride ourselves on client contact and building lasting relationships, something which is in your sole gift. Some clients require a high amount of reporting, and some clients wish to have less contact, this is a personal choice based around your preference and is something that you will discuss with your dedicated advisor at outset, and can be adjusted at any point.

Administration

We have the capacity to perform all administration required to implement any financial products, plans and strategies we recommend.  Our rigorous due diligence procedures guarantee that all of the product and service providers we use are of a high standard for all our clients, as well as continually assessing their capabilities and quality over time.

Each of our advisors will talk you through the administration process, and any accompanying provider or insurer information.

Team of Specialists

We have a variety of dedicated specialist advisors, so that you not only benefit from holistic general financial planning, but so that we can draw on the combined knowledge of our firm to help you in any specific areas that may require in depth or niche advice.

Long Term Client Relationships

We never forget a client, and not only do we ensure that all ongoing plans and investments are managed efficiently but that we stay in contactand up to date with you. We provide ongoing services at varying levels of frequency and subject to your requirements, and we continue to review all financial plans to adapt to any of your changing needs or circumstances.

We pride ourselves on our client care and are always happy to speak to our clients be it in person, via Zoom or Skype, over the phone or via email. We build lasting relationships so that our clients are always supported by someone they trust, and that understands there wants and needs.

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