Service

Wealth & Financial Planning. What happens after the business pays you.

Pensions, investments, protection and inheritance — planned alongside the business so personal wealth grows on the same long horizon.

All services

What you get

Retirement and pension planning
Investment advice and portfolio reviews
Inheritance tax and estate planning
Family wealth and trusts
Life, critical illness and income protection
Shareholder and key-person cover

Joined up with the business

Wealth planning works best when it sits next to corporate tax and the shareholder agreement, not in a separate silo. We run cash-flow plans that show what the business actually needs to deliver to the household, and over what horizon.

Lifetime cash-flow modelling
Pension contribution and drawdown strategy
Investment mandate aligned to goals and tax position
Annual review and rebalance

Protecting what's been built

Life, critical illness, income protection and key-person cover — sized to the obligations you've actually taken on, not the maximum the underwriter will issue.

Across generations

Inheritance tax, family investment companies, trusts and lifetime gifting — designed around how your family actually works, not a template.

FAQs

Common questions.

Are you tied to a particular product provider?
No. Investment and protection recommendations are whole-of-market and the rationale is documented in plain English.

Talk to a wealth & financial planning partner

Tell us what you're working on. We'll line up the right partner and a first call within a working day.