Serving Fleet Farnham Farnborough and beyond . . .

How can we help you?

Here are a selection of questions frequently asked by our clients that we have been able to support them with.

Financial Review

Could I do better with my money?

Should I pay off my mortgage?

How can I save tax?

How can I protect my family if anything should happen to me?

Can I afford to retire?

What is the best way to get money out of my business?


How can I get my savings to grow faster?

What is the best thing to do with a sum of money I have received?

How I do get a regular income from an investment?

Should I think about using a trust?

Pensions & Retirement

How much income will I get when I retire?

Should I put more into my pension?

Can I move all my pensions into one?

How do I get a lump sum out of my pension?

Should I buy an annuity when I retire?

Can I use my pension like a savings account?

Will my money last in retirement?

Equity Release

Care Costs

Can I raise some money from my house?

How do I pay for my mother’s care costs?

Inheritance Tax & Estate Planning

How do I reduce my Inheritance Tax liability?