Additional services

Dedicated Adviser:

How often do you actually get to speak to the same person twice when you are dealing with the bank or building society?

The ongoing relationship with your own dedicated adviser will allow you to get on with your life while your adviser works on your behalf, identifying opportunities and providing ideas. In short, looking after your financial well being.

Future Support for Dependants

Will your family have the time or experience to sort out your affairs when you are not there?

Details of all of your financial affairs would be held in one place with one contact to deal with when you are not there.

Document Management

Are you swamped by reams of paper and unsure about what genuinely needs to be kept?

We will establish a document management system to make sure you only retain what is necessary.

Wills, Trusts and Probate*

A legal mine field, expensive solicitors, not sure where to turn?

We will ensure your money gets to the right people at the earliest opportunity, with access to specialists carefully researched and carrying our full endorsement to give you complete confidence.

Accountancy Services

Need some help and reassurance dealing with the tax man?

We can offer access to accountancy services, which are tried and tested, for help when dealing with the Inland Revenue, including completion of Self Assessment forms.

Leadership, Knowledge and Ideas

Ever read the financial press and been left wondering which way to go?

We will both identify opportunities and ensure you do not lose sleep over regulatory, tax or other monetary charges that affect you.

*The Financial Services Authority does not regulate Will writing, probate, trust or estate planning