We work closely with you, establishing and agreeing your financial planning needs and aspirations. Our aim is to deliver a personal service utilising impartial advice to provide a positive solution that will meet your needs and help you achieve your financial objectives. Our wealth management service is designed for individuals that require both financial planning and advice on topics such as investment, retirement and protection requirements as part of an ongoing service. Our aim is to help you plan for the future, preserve your existing wealth, ensure your investments are tax efficient and, when required, help you pass on your wealth to the next generation. We can work with your professional advisers, such as your solicitors and accountants, or we could introduce you to our own network of professionals to provide an all-round service. Typically this service is for clients with more than £200,000 of investable assets.The following areas are covered:Investment PlanningFinancial PlanningRetirement PlanningFinancial ProtectionTax and Estate PlanningOur ‘on going service’ option will be tailored to meet your requirements. Meetings are scheduled yearly, half yearly, or more regularly should you require. However, as part of our service we are on hand to both provide advice and consultations as and when you so require.Remuneration for our services is totally transparent and is agreed with you at outset, before any work is undertaken. The initial meeting with you to discuss your requirements is normally provided at our own cost.