Clients typically come to us for help with their savings and investments – whether these are within a pension or an ISA, a portfolio of shares or property.
The services we provide will depend on where the client is in their life. For those who are still building lifetime savings, we help set realistic plans for their futures. And for those who are approaching or in retirement, we help phase in income from their savings and investments as the income earned from working phases out.
Retirement plans might also extend to thinking about how assets can be passed on in a tax-efficient and controlled way to the next generation.
As part of our commitment to building portfolios that reflect our clients’ values and priorities, we now offer portfolios of sustainable investments, often referred to as ESG, which stands for Environmental, Social and Governance.
Talking Finance’s Catherine Street and Carole Haswell have filmed the following video to explain what sustainable or ESG investing is, and why there is a growing interest in choosing investments that take into account the effect that companies have on the world in which they operate.
If you are interested in this style of investing, we can help you find the most suitable investments to match your values as well as your financial goals.
Mortgage, accountancy or legal services
We’ve built relationships with like-minded local professionals and are happy to refer clients who need mortgage, accountancy or legal services, including wills and powers of attorney.