We are a firm of Independent Financial Advisers (IFAs) and Wealth Managers based in Sidcup, from where we provide advice to clients across London and the South East of England. Our work always starts with a comprehensive analysis of a client's financial position, leading on to a broad discussion about lifetime and financial goals. We deal with clients from all types of backgrounds but we can add particular value in the following areas:
- Pension and Investment Advice - reviewing existing plans as well as arranging new products and portfolios
- Pension and Investment Fund Management - ongoing advice and management of pension and investment plans
- Retirement Planning - both pre and post retirement
- Significant Changes in Circumstances - for example, through ill-health, bereavement or through receiving an inheritance
- Inheritance Tax Planning - advice & solutions to mitigate Inheritance Tax
- Life & Health Insurance - review existing plans as well as advice and implementation of products to provide a suitable level of financial protection
- General Financial Planning - including tax planning
We offer a half-hour first meeting free of charge to help us assess your situation in order to establish how we can best add value. We are also able to discuss our services and the costs involved at this free initial meeting, before any fees are agreed.
Please feel free to contact us to discuss how we might help you.