The combined experience, expertise and qualifications held by the business owners and advisers enables us to offer comprehensive independent financial advice across a wide range of business and personal financial planning issues.


Below is a brief summary of the main advice areas covered although this is not exhaustive;




  • Staff pension arrangements/ Auto Enrolment solutions
  • Staff risk benefits such as ¬†life cover and income protection
  • Commercial property purchase with pension funds
  • Directors pension loanbacks
  • Keyperson cover
  • Share purchase arrangements
  • Remuneration strategy





  • Retirement planning ( pre and post)
  • Inheritance tax mitigation
  • Tailored investment solutions both onshore and offshore
  • Maximise tax allowances to reduce tax burden
  • Enterprise Investment Schemes (EIS)
  • Venture Capital Trusts (VCT)
  • Life cover/ critical illness cover/ income protection