Serving Fleet Farnham Farnborough and beyond . . .

Our Services

The most important service we provide is the one you need! There are no artificial lines between our services
– they are just starting points for achieving your goals.

Sometimes you just want to know if you are doing the best you can with your money. At other times there may be some particular question you want to address, or a life event that you need to plan around.

Savings accounts can only go so far in looking after your money. Investments introduce new opportunities but new challenges, too, including different tax considerations and risks. Whether you are a new or experienced investor we can help you to take advantage of what’s available.

Before retirement you probably want your pension to grow as much as possible, which means good investment options and low charges, perhaps in a consolidated pension plan. And when you come to retire – either fully or partly – you need to look at the best way to start a regular income.

There is a wide range of options in managing your money in retirement these days. Pension plans may still need to be managed to make sure the money will last.

 

 

 

You will want to make sure that your money goes to the right place when you die. A Will is an important part of that, but there are many other aspects including planning to pay as little Inheritance Tax as possible. Fortunately there are financial products and other approaches to help.

For any other services not listed here, please contact us and we will endeavour to support you with your requirements.