a senior executive or professional.

transform your earnings into lasting wealth

maximise your wealth through a strategic plan

As a senior executive or professional, you sacrifice your time for your career, often at the expense of making memories with family and friends. You are likely a well-paid individual. However, you have realised that being a high earner can present challenges too, especially when it comes to taxation.

When you have sacrificed so much to get where you are, we believe that you deserve to keep as much of your hard-earned money as possible.

Working as hard as you do, you may want to retire early or at least start reducing your hours. We can let you know whether you are on track to have the retirement that you want. If you have not thought this far ahead, you may want some assistance in figuring out what you want from your future. We can help you decide what you want your future to look like and put a plan in place to get there.

expert advice

this is how we provide solutions to your problems

Getting the maximum benefit out of your finances can take a lot of time. We manage your finances, freeing you to concentrate on your career and enjoy your spare time with loved ones, assured of their wellbeing.

Our dedicated team stays abreast of the latest financial trends and regulations, offering personalised advice tailored to your unique situation.

Protecting your assets

Through smart tax planning, we can legally and ethically ensure that you’re not losing money unnecessarily through taxation. We ensure that you avoid missing out on valuable tax allowances and that you claim any money that is owed to you, such as tax reliefs, allowing you to keep as much of your hard-earned money as possible.

Filling you with confidence

We’ll build a personalised financial plan that allows you to see your financial future. It will outline the steps that you need to take to allow you to have the financial future that you desire. Our ongoing advice service means that we will have regular progress check meetings to ensure that you remain on track to achieving your goals and aspirations.

Removing the hassle

We will take on as much or as little as you want us to. We can obtain information on your current investment and pension plans and confirm whether they are still suitable for you. If there are any changes that we would recommend to you, we can make those necessary changes to your portfolio with your authorisation.

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frequently asked questions

What tax shelter is most beneficial?

Some tax shelters, such as pensions, are very tax-efficient, but unfortunately, they are also complicated. We will guide you through the options available and advise you on the right tax shelters. While the ones available may be complicated, we will keep our recommendations simple for you to understand.

Will you work with my other professional advisers?

Absolutely. We believe in working with your other advisers to achieve the greatest possible outcome for you. After all, we want to make sure that we are all on the same page and looking to achieve the same outcome.

How do you manage risk and reward?

We will analyse your risk profile and investment objectives to strike a balance between not taking unnecessary risks and not missing out on returns by ensuring that you hold a diversified portfolio. We will also highlight any risks that you may be taking that you are not aware of.

How can I benefit from your size and scale?

We are part of the Quilter Financial Planning Network and use their buying power to reduce the costs that you incur from recommended providers to give you great value solutions. Through the network, we also have access to exclusive solutions with benefits you won’t find anywhere else. Quilter Financial Planning’s targeted in-house market research and analysis allow us to reduce costs and give you the best possible value when determining our fees.

How can I benefit from your advice?

Unnecessary tax can lead to you paying 20%, 40% or even 45% tax on the gains that your investment makes. People often think the biggest impact on long-term returns is achieved by a marginal gain on your investment performance; however, the amount of tax paid often has the biggest impact. Get this wrong, and it could set you back significantly.

Can you also help me with my mortgage?

Absolutely. We are here to equip you with the knowledge and assurance to make smart, well-informed decisions for your future home. Click here to find out more.

Will you keep me updated on progress?

We will, of course, keep you updated throughout any transaction we are advising you on. Our ongoing advice service means that we will have regular progress check meetings to do exactly that. During these meetings, we will update you on your progress and ensure that you remain on track to achieving your goals and aspirations.

Can you help my family to prosper?

Sometimes, family members encounter challenges that you’d like to help them with, for example, a property purchase. We can support you through these decisions, help you understand the impact of your support on your financial future and make sure that you provide support tax-efficiently.

Don’t just take our word for it.

In all our negotiations, David has explained things in an easily understood manner, which has made a complex procedure much easier to comprehend. Having never had any experience of the world of finance, I’ve found him supportive and informative.

Susan, Received an inheritance

The whole experience has been professional, friendly and informative. At all times, I could ask the “daft question,” which was really important for me as I was unskilled in this area and needed to trust the person I chose.

Jason, Actively retired

David was very thorough and went through every fine detail regarding my private pension. He gave me lots of guidance and different options. David always went out of his way to help me and is extremely knowledgeable.

Jennifer, Actively retired

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Ready to take your financial plan to the next level?

We love meeting new people and learning about you. If you are interested in finding out more, please schedule an introductory meeting with us by clicking on the button below. We do not charge for an introductory meeting, and we can both use this meeting to assess whether we are the right fit for one another.

The Financial Conduct Authority does not regulate tax planning.
Tax treatment varies according to individual circumstances and is subject to change.
The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.

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When deciding the fees we charge for advice we want to be sure you receive value for money and that the solutions we recommend are likely to deliver your objectives.