Lifestyle guidance is an increasingly important element of our service. There are so many financial, physical and emotional pressures on all of us that sometimes it is good to have a knowledgeable but impartial advocate to help you draw up a plan for your life. It helps to have someone you can talk to when making decisions about property, employment, children, wills, succession planning, buying a car or a boat … the list goes on.
Overall, we like to feel we’re part of ‘team you’ helping you to plan and achieve your goals, so that you achieve the life you want to lead.
Support for your family
Your financial affairs are rarely a solo enterprise. Nowadays, the management of a family’s financial affairs is more akin to running a business, with all the ‘partners’ having their own issues and needs.
Your children are a vital part of this process. Often they will stand to inherit considerable sums from you and we need to ensure they are fully prepared for this responsibility; we offer them support without cost until they are aged 25.
We believe that by instilling the principles of good financial management at an early age, we will help young adults to start their financial life well prepared.
We then work with them to keep their plans on track well into the future.