Our Services
Build financial security. Wealth and retirement solutions.
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Our private wealth management service offers advice on pensions, investments, tax, trusts and protection solutions to ensure your financial goals can be achieved. The foundation that underpins our dreams and aspirations is financial stability and security. ​
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We take the time to listen to you, to understand your personal and financial goals. To then combine expert financial advice with a tailored plan to achieve your goals.
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We therefore focus on developing a long-term strategy to assist you with achieving your financial objectives. We are a leading wealth management firm based in Cambridge with client relationships spanning 30 years.
Managing your Investments
Investment ISAs
Self Invested Personal Pensions
General Investments Accounts
Investment Portfolio Management
Investing for Income
Investment Bonds
Protection Planning
Life Insurance
Income Protection
Critical Illness Cover
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Retirment Planning
Optimising funding of your pension
Cashflow Modelling ​
Ascertaining Pension income needs
Tax efficient drawdown income
Guaranteed income options
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Business Owners, Directors & Partners
Directors Pensions
Key Person Insurance
Shareholder Protection
Inheritance & Estate Planning
Inheritance Tax Planning
Trusts
Tax efficient gifts
Wills & Lasting Powers of Attorney
Estate and Legacy Planning