With careful inheritance tax planning, we can minimise this avoidable tax but still give you the control and flexibility you require.

Finding out about your current finances and working with you to try and achieve your future goals, by making sure your goals are SMART - Specific, Measurable, Achievable, Relevant and Timebound.

We can review your existing pension pots to see what benefits you are currently entitled to and to see whether it is advisable to consolidate, switch or remain with your current arrangements. Whatever the outcome, at least you will be fully informed to make a decision.

Trusts have been around for hundreds of years and they have evolved to take into account the needs of the modern family. During your discovery meeting and if appropriate, we will establish whether the use of trusts could benefit you and your sitution.

Whether you are looking to buy your first home, purchase a buy to let property, or remortgage, there is a mortgage in the whole of market to suit your circumstances.

There would be little point in putting a financial plan in place without protecting it. We can advise on life cover, income protection and critical illness from the whole of the market to find you the most suitable cover.

Releasing equity from you home in later life is an important decision. We will explore all options available to you, and if equity relase is suitable we can recommend equity release products from the whole of the market.

A Lasting Power of Attorney enables you to choose the person or people you would like to be in charge of making decisions which affect your finances or health and welfare if you were no longer able to do so.