About You

We work with a wide range of clients, each with their own priorities. The examples below outline the types of clients we commonly advise. 

• Individuals building wealth and preparing for retirement.
• Families managing pensions, investments, and protection needs.
• Trustees and attorneys with legal duties to fulfil.
• People planning to pass on wealth efficiently and reduce Inheritance Tax.

Our clients come to us with a wide range of priorities, but most share the aim of improving their financial position and making it easier to manage. Below are some of the most common goals we help to achieve. 

• Build and manage investments with a clear strategy.
• Secure a sustainable retirement income.
• Protect family income and assets against uncertainty.
• Reduce Inheritance Tax liabilities.
• Simplify and consolidate pensions, investments, and other arrangements.

We recognise that some clients may face circumstances which make financial decision-making more difficult, for example, due to health conditions, disability, bereavement, or other personal challenges.

Where needed, we can:

• Adapt communication methods to suit your needs.
• Offer flexible meeting arrangements, including home visits.
• Provide documents in alternative formats.
• Involve a trusted family member or friend in meetings at your request.

If you feel you may need extra support, please tell us. We’ll work with you to make sure our service remains accessible and that you can make informed decisions with confidence. For more details, see our Vulnerable Customers Policy or contact us directly.