Empowering you to make informed decisions with your compensation
Life is full of both anticipated and unexpected events. But when it comes to your money, it’s good to know where you stand. And more importantly, where you’re going.
If you are a recipient of compensation from the Post Office Horizon scandal, managing a potentially life-changing settlement needs careful consideration and guidance. Our dedicated financial advisers and investment managers are here to help you make informed decisions and plan for your and your family's financial future.
With a financial road map and investment plan, anticipating all the twists and turns, you’ll have the foresight to make informed choices about your short-term goals and longer-term future. For many, having certainty and peace of mind is liberating and inspiring. For others, it’s the realisation of having the resources to achieve more in life than they’d ever thought possible.
Your no obligation consultation
All our relationships start with a conversation about how we can support you. There is no obligation and we would be delighted to outline what could be achieved if you were to become a client. Simply complete the form on this page and one of our team will be in touch.
Contact us today so we can help you take control of your financial future.
what makes us different?
With expertise in sensitive cases such as those in which you may find yourself, we provide compassionate and clear guidance, with advice you can trust.
We believe that one size does not fit all when it comes to looking after your finances. We believe that starting each relationship with a blank piece of paper and no products to sell is the best way to support your needs. Whatever your ambitions in life, we can help make them real. Our financial planning and investment management services are there to help you and your family navigate life’s journey, unlock opportunity, accelerate your financial independence, and bring you the peace of mind of knowing where your money and life can take you.
- Long-term financial planning aimed at helping you achieve stability and peace of mind
- Investment options to help preserve and potentially grow your settlement
- Structuring or organising your wealth to be tax-efficient helping you to keep more of your money after tax.
- Helping your family
INVESTMENT APPROACH
Global perspective. Individual focus.
The way we invest is shaped around you. To help deliver to your long-term objectives, we insist on a direct relationship with your dedicated investment manager.
We build our investments around a structure that combines clear guidance with genuine flexibility. It allows us to anticipate future needs and respond in the moment to both opportunities and challenges.
The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.
Insights
Pay less inheritance tax for a bigger legacy
None of us like to pay taxes. This article shares tips on how to ensure the tax man doesn’t become your biggest beneficiary.
3 mins
Investing early and often: the magic of compound interest
Not many of us want to forgo our lifestyle, especially when we are younger, but making an effort to think ahead and invest more at an early age can have an amazing impact on our wealth as we get older.
3 mins
Could a wealth manager make you wealthier?
This article explores why a professionally managed portfolio can really pay dividends.
2 mins
Effective tax planning in an age of uncertainty
It is famously said that the only two certainties in life are death and taxes. But in today’s turbulent political climate, even the issue of personal tax is fraught with uncertainty.
2 mins