We’re the experts at helping you prosper when dealing with a serious illness or injury

You or a family member have developed an illness or suffered a serious injury and are looking to fully understand the implications this may have on your financial future. Your income may be affected and you may wish to ensure you have enough money, no matter what happens.

You may be concerned about future care needs and require advice on the best way to invest possible pay-outs. Above all you will have a need to feel secure and in control in what is an extremely difficult time.

PEACE OF MIND INCLUDED

Knowing that your future financial security is in safe hands and your wealth is growing will give you the peace of mind to get on with living your life and enjoying those moments that really matter to you.

 

WE CAN HELP YOU TO ACHEIVE YOUR FINANCIAL GOALS AND LIVE LIFE ON YOUR TERMS

FINANCIAL PLANNING

If you have received a large amount you will want to maximise the difference this money has on your life. We will help you to get clarity on what you want your future to look like and can provide a financial plan to make those dreams a reality. Our planning software can also help you decide how much you can spend without the risk of running out of money.

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PROTECTING YOUR EXISTING BENEFITS

If you are receiving a compensation payment this should not mean you lose any existing benefits. By legally ringfencing the money in a personal injury trust you can assure that the money is not taken into account when you are assessed for means-tested state benefits. We can help you maximise your financial future.

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MAXIMISING YOUR COMPENSATION

With your Financial Plan in place, you can sit back and relax, safe in the knowledge that your money is being looked after by regulated experts with a track record for growth and a genuine dedication to customer care. In managing your investments, we use proven strategies to deliver predictable results with minimum risk.

EXPERIENCE THE FREEDOM OF KNOWING YOU ARE FINANCIALLY SECURE, NO MATTER WHAT.

Introducing our Prosper service.

Our Prosper service has been designed to help you gain complete clarity over your present and future financial positions. Our goal is to help our clients achieve their full potential using our award winning financial planning and wealth management services.

We believe that everyone deserves to live a secure and fulfilled life and this belief is what our Prosper service was built around.

CLARITY

Our Prosper service is designed to help you gain complete clarity over your present and future financial positions. We use our planning software to show you realistic scenarios that illustrate the possible effects that future financial decisions and events might have.

This gives you peace of mind and the confidence to start working towards your future goals.

FOCUS

Once you fully understand where you are now and where you want to be, you will be able to focus on what truly matters to you. We are then able to put together a strategic plan to enable you to make the future you are dreaming about a reality.

By developing a comprehensive Financial Plan, we will enable you to take control of your finances and focus on getting you to your goals as quickly as possible.

FREEDOM

With your Financial Plan in place, you can sit back and relax, safe in the knowledge that your money is being looked after by regulated experts with a track record for growth and a genuine dedication to customer care.

In managing your investments, we use proven strategies to deliver predictable results with minimum risk.

Click below to learn more about how our Prosper service works for you

OUR PROCESS

The discovery meeting is all about finding out about you. We need to understand what’s important to you, and what your primary goals are for the future.  We ask a series of questions that are designed to get you to focus on what you want from the rest of your life. Our clients find this process extremely valuable and enlightening.

By now you will have received a printed proposal outlining our costs. In the Fact Find meeting we will start a comprehensive data analysis of your current and future spending patterns as well as looking at your current income, expenditures, and looking at details of what assets and liabilities you have.

During this meeting we will run through your financial plan and look at different scenarios and the routes you can take to achieve your goals. Using our planning software you will immediately be able to see the benefits of any products or investments we have recommended. This is a highly collaborative and interactive stage and puts you at the centre of your financial decisions.

Now that we have set out your goals and have a clear financial plan in place to achieve them, we can begin implementing an investment management portfolio or arranging the appropriate financial products. Now you can sit back and relax as we work hard to help you achieve the life you dream of.

See what sets us apart from other advisers...

Start taking control of your future today…

Call us on 01206 919101 or request a call back below