CONSULTATIONS

We provide one-to-one consultations for individuals as well as group seminars for businesses. The purpose of these is to educate and assess an individual's financial needs and goals and see how they might benefit from professional financial planning.

One-to-One Consultations

We offer an initial one-to-one consultation so that you can discover how financial advice can help you maintain financial security and reach diverse goals. We’ll explore your current financial circumstances taking into consideration your future goals and provide our expert insight and recommendations to outline areas that may need to be addressed or have the potential for improvement.

If you are a business owner or employer, you can act now to support your employees' financial well-being. This can help improve productivity, reduce time off work and enhance your reputation.

Group Seminars

Our seminars enable your employees to gain a broad understanding of financial issues such as retirement planning, inheritance tax, protection, maximising income in retirement and wealth management. We are also happy to run a seminar tailored to your employees' needs. We like to keep our seminars both intimate and personal, giving participants a comfortable atmosphere where they can be part of the conversation.