We provide expert Financial Planning and Wealth Management solutions to professionals, business owners and others who prefer to spend their spare time enjoying their lives, knowing that their assets are in safe hands.
What We’re Good At
Giving Clients Peace of Mind
We help people to plan for and enjoy the lifestyle they’ve worked hard to achieve, without fear of ever running out of money.
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Lifetime Financial Planning
The lifetime cashflow models we build for our clients show them what their financial future looks like – and how to make their money work harder.
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Independent, Unbiased Advice
We always give our clients honest, impartial and unbiased advice that puts their interests first.
We genuinely care about our clients’ success.
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We can help with
- pensions and retirement planning
- income drawdown strategies, including phased retirement
- annuity purchase, including enhanced annuities
- investment planning and portfolio construction
- life insurance and other protection needs
- tax planning
- securing compensation for poor advice in the past
- and much, much more.
What Our Clients Say
We would both like to thank you for providing a first class service while advising us on our retirement finances. Your holistic approach and diligence has given us the reassurance we needed, especially after some poor advice by another adviser a few years ago. Your friendly manner, expertise and "nothing is too much trouble attitude" makes it easy to work with you. We have no hesitation in recommending you to friends and family.Mr & Mrs D, Croydon
Paul was genuine, open and honest. I now have complete understanding of our financial situation and what we need to implement to achieve our goals. With that has come much needed peace of mind! I liked the fact that Paul was not out to sell me products, it was very refreshing! Excellent service with everything very clearly explained.Ms B, London
You understood very quickly what we wanted and you looked at every aspect of our finances, so giving us a total picture of where we were and what we could do with our different sources of income and savings. This gave us real confidence about the future.Ms P, Bromley
I needed an independent review and advice on retirement planning and was delighted with the service provided. It addressed my specific needs and has given peace of mind. It also identified a number of actions which have already delivered significant financial benefits.Mr S, Croydon
First class service all round.Mr B, Bromley
Paul has been our financial advisor for some time and I couldn't speak more highly of his professional attitude, level of knowledge and reliable advice.Miss L, Bromley