Who we work with

We believe that by specialising in working with only certain types of people we can build an in-depth knowledge of their financial issues, challenges and objectives. Along with, of course, the possible solutions.

We therefore work best with clients who are either side of retirement and who need to manage their money so they can live the life they want, while leaving a legacy when they die.

We also work with professional footballers; helping them secure their financial future after their playing days have ended.

We are based in Nottingham which handily places us for meeting clients old and new throughout the four corners of the country.

Planning for retirement

Helping you create a happy and financially secure retirement

  • When can you retire?
  • How much is enough?
  • What will existing pensions provide?

We’ll answer all these questions, and more, as we build your financial plan.

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Already retired

Aiming to give you financial security and planning your legacy

  • Is your income sustainable?
  • Are you making the right decisions?
  • Inheritance Tax reduction

We’ll help you make the right choices for you, and your family.

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Wealth planning

Helping you manage, build and preserve wealth

  • Advising on inheritances
  • Managing existing wealth
  • Sheltering capital from taxes

We’ll help you achieve your financial aspirations by building and managing your wealth.

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Professional footballers

Helping you make the right decisions to secure your financial future

  • Building assets for the future
  • Taking care of the ‘what if’
  • Working with other advisers

Your finances, in the short, medium and long term, are in safe hands.

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Please note:

The value of your investment can go down as well as up and you may not get back the full amount invested.

Levels and bases of and reliefs from taxation are subject to change and their value depends on the individual circumstances of the investor.