We’re the experts at helping individuals prosper and grow their wealth

You may be managing assets as a trustee, have been appointed lasting power of attorney or acting as a deputy.  As you will be looking to protect the interests of another person, you will have a number of duties and responsibilities and would benefit from the advice of a qualified professional.

You will be looking to ensure that you are making the right decisions for the beneficiary’s financial future and are avoiding any costly mistakes.

FULFILLING YOUR RESPONSIBILITIES

Gain peace of mind about the money that you manage and be confident that any investments are going to deliver practical results based on proven strategies.

 

YOU MAY HAVE MANY QUESTIONS AND WE CAN HELP YOU EVERY STEP OF THE WAY

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MAKING SURE THAT EVERYTHING IS COVERED

You may be faced with a number of different choices and the decisions you make will have a profound affect on the beneficiary’s long term financial security. We take you through the options available to you and help you to make the decisions that best suit the beneficiary’s short and long-term needs.

 

ENSURING THEY ARE PROVIDED FOR

The rules surrounding trustee investments are complex. As a trustee you have many responsibilities to look after the needs of your beneficiaries and to diversify assets. We help you to ensure that you are carrying out your duties and ensuring that their financial future is secure and that they are being provided for in the best way possible.

GROWING THEIR WEALTH

We will manage their investments so that you can feel 100% confident that the right decisions are being made on a consistant basis that will ensure the long term growth of the beneficiary’s assets and security of their financial future. We are regulated experts with a proven track record for growth.

LET US SAFELY GROW THEIR ASSETS

We make sure that any investments are diversified and risks are managed.

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