We examine clients’ financial position and prepare a strategy
to meet their needs taking into account their tax status, investment
profile and attitude to risk.
Broadly speaking, we believe there are 5 key areas to consider
when planning financially and these are what happens if I die too
soon, live too long, I’m long term ill before I stop work,
what about enjoying the money now, and finally more and more clients
are talking to us about leaving a legacy.