Professional financial advice

Since 1997 we have been advising small business owners and professionals – such as legal professionals, medical professionals and IT professionals. Most professional clients work in or own small practices and so are either self employed or own small limited companies. This requires specialist experienced financial planning and advice.

Working almost exclusively with professionals like you, we have built a high level of expertise in your requirements for structured planning and straightforward advice to grow and protect your wealth. As a higher rate tax payer, you will also wish to proactively mitigate your tax liabilities tax as much as possible.

In terms of financial planning and financial advice you will be similar to most professionals and successful small business owners and have similar needs – essentially you are income and asset rich but time poor.  As you are very busy, you  only devote a little time to properly managing your financial affairs and so would prefer to build a long term trusted relationship with a professional fee based financial planner to help you achieve your personal and financial goals.

Our aim is to make sure that you set up a simple and flexible plan to meet your objectives and then ensure you keep it under regular review and act to ensure you meet your planned objectives.


How we work with Professionals

We have worked closely for many years with professionals like you who work as self employed contractors or through one man limited companies.

Because of the highly technical nature of your work and the hours you put in, you probably do not have time to devote to ensuring financial affairs are properly managed. As such over the years you have built a portfolio of financial products and investments many of which may no longer be suitable for you. You are also likely to be paying more tax than you need to.

Over the years we have found that a full review of your financial products, investments and tax planning is likely to produce great value for you. Paying a fee for your advice (thus ensuring no commission bias) with a full money back guarantee if you are not satisfied delivers a high value proposition.

We aim to ensure you never have to worry about your money again.