Our six simple promises we make to our clients
1
We will help you arrange your financial resources to ensure they work as effectively as possible towards funding your goals and desired lifestyle.
4
We will help you keep your plans in focus by regularly meeting with you to review and refresh arrangements in the light of changing personal circumstances, legislation, new opportunities and any other factors relevant to your situation
2
We will help you take steps to ensure your income, assets and family are protected from the impact of long term illness, disablement or death.
5
We will be accessible and responsive whenever you wish to contact us with queries or requests.
3
We will advise you on how your investments can benefit from legitimate tax relief and shelters and advise you on the most effective way of withdrawing income or capital from your arrangements when the need arises or on passing wealth across generations.
6
We will be on hand to remind you that the wealth you have accumulated is to be enjoyed when the right time arrives - wealth has no value for its own sake, unless you are a tax collector - it only acquires true value when serving the meaningful purpose for which it was set aside.
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen