Wealth Management Solutions

We offer an initial free consultation to gain an insight into your current situation, plans and also your future aspirations. We have a continued dialogue between yourself and the providers to ensure we derive the best solution to meet your individual needs.

In relation to Wealth Management, we offer a strong ongoing service for the life of the solution ensuring that the initial tailor-made package is always in keeping with your situation and plans. As things change our flexible approach will help your solution change too.

The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.


Lump Sum Investments

  • Medium / Long Term
  • For Growth / Income
  • Tax Efficient Ethically Focused
    (If required)

Inheritance Tax Planning

  • Liability Minimisation
  • Solutions Using Up-To-Date Rules

Income Generation

  • Fixed Regular Payments Tax Paid
  • Immediate Income / Future Income

Trust Planning

  • Solutions To Benefit All Involved

Offshore Investments

  • Tax Efficient
  • Tax Deferment
  • High-Interest Cash Funds
  • Access To Wider Range Of Funds

Tax Planning

  • Tax Efficient Solutions
  • Solutions Using Up-To-Date Tax Rules


  • New Allowances
  • Previous Years Transfers


Investors do not pay any personal tax on income or gains, but ISAs do pay unrecoverable tax on income from stocks and shares received by the ISA managers.

Tax treatment varies according to individual circumstances and is subject to change.

Our Solutions

Wealth Management Solutions

  • Lump Sum Investments
  • Income Generation
  • Offshore Investments
  • ISAs
  • Inheritance Tax Planning
  • Trust Planning
  • Tax Planning

Protection Solutions

  • Life Cover
  • Serious Illness Cover
  • Income Protection
  • Mortgage Protection
  • Medical Insurance
  • Group / Company Schemes
  • Key Man Cover
  • Private Medical Insurance
  • Home Insurance

Retirement Solutions

  • Personal Retirement Planning
  • In-Retirement Planning
  • Group / Company Schemes
  • Income Drawdown
  • Pension Transfers