Wealth through knowledge

Corporate Pension

Advice and ongoing management of your corporate pension arrangements

Business Consultancy

Advice and guidance to help you to build, grow and protect your business

Pension Reform

Every business in the UK will be affected by the new pensions legislation. Act now

Private Medical Insurance

Insurance for individuals and businesses, to meet your private medical and health care needs

Protection

Specialist protection solutions for you, your family and your business

Investment Management

Active portfolio management to help you achieve your financial and lifestyle objectives

Retirement Planning

Comprehensive financial planning and advice, so you can live the life you want in retirement

1 2 3 4 5 6

Planning with understanding

Advice for retirees

Learn how we've helped Geoff and Rita to organise their financial affairs and enjoy the life they want in retirement. Download case study PDF

We wanted to work with someone who understands that at our age we have different needs. We don't want to make a fortune and we don't spend as much. We simply want to maintain what we've worked hard for and keep the tax man at bay.

Our investments were spread over a number of different providers. It was becoming increasingly difficult to monitor the performance and ensure our capital was being employed in the most effective and tax efficient way. We have a single strategy, which is much easier to manage now that it is not spread across three to four different companies.

The Team

Colin Henshaw

Colin is a senior financial planner and sales manager. The historical figure he most admires is Leonardo da Vinci for his creative mind & artistic ability, all ahead of his time.

Iain McCallum

Iain is responsible for post-sale administration and supporting our Financial Services team. The superpower he would most like is “abolish tax” - we think most of us would agree!

Marie Dewey

Marie is a project support manager and provides post sales support for our clients. When we asked “Where do you see yourself in 10 years?” She replied "Using Botox".

Ann McCallum

Ann manages the day to day running of our office and looks after the team. Three people she’d like to invite to dinner: Mark Webber, Marilyn Monroe & Billy Connolly.

"We have peace of mind knowing that our investments are being reviewed on a regular basis and that research is being conducted to identify when changes need to be made."

Rita Moth
Retiree

Please note that this is a real client case study. It is not intended as a guide to advice. Individual circumstances can differ and you should seek financial advice before embarking on a course of action.

Read the next case study

Active in the Community | Engaged Employees | Contact