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Personal Financial Planning

Planning the financial security for yourself, your family and your dependents is important to all of us. There are many areas to consider, and when you are fully committed to your business and home life, it is sometimes difficult to keep your affairs fully up to date.

Pensions Advice

Tax Planning

  • Maximising your tax allowances
  • Offshore Investments
  • Other tax efficient schemes

Cashflow Planning

  • Cashflow forecasting

Estate Planning

  • Reducing your IHT liabilities
  • IHT efficient investments
  • General Trust advice

Pensions – Divorce

  • Valuing Pension benefits
  • Collaborative Law trained
  • Pension transfers and general retirement advice


  • Life Assurance
  • Critical Illness Protection
  • Income Protection