We provide our financial planning services to business owners and individuals throughout the UK whether that be face to face at our London or Brighton offices or remotely via video conferencing.

The world of pensions can all get very confusing. We help our clients stay on the straight and narrow from helping them consolidate their existing pensions to organising their annuity or drawdown needs in their retirement.

Inheritance tax comes with its own complexities which can often be navigated quite easily with the right expertise and enough foresight. Try our Inheritance Tax Calculator to see if you have a liability you should be considering.

Company health insurance ensures your employees are able to make a speedy recovery by receiving prompt medical treatment at private health facilities when they need it most.

Death in service insurance provides a financial lifeline in the form of a lump sum payment to your employees' loved ones should they pass away whilst in employment with your organisation.

Company sick pay insurance provides your employees with a percentage of their monthly income should they suffer long term illness to help meet their ongoing financial commitments while they are unable to work.

Group Critical Illness Cover provides your employees with a multiple of their salary as a tax free cash lump sum should they suffer a serious illness such as cancer, heart attack or stroke.

Key person insurance provides a cash lump sum to ensure business continuity should a key individual pass away or suffer a critical illness such as cancer, heart attack or stroke.

Shareholder insurance protects a business owner's investment in their company and pays a lump sum to their beneficiaries whilst ensuring the remaining shareholders can keep control of their business.

Business loan protection provides a cash lump sum to repay an outstanding company loan to ensure business continuity should a key person or shareholder of the business pass away or suffer a critical illness.

Relevant Life Insurance is an individual Life Insurance policy designed to replicate Death in Service for a single employee where there are not enough members to warrant a group life insurance scheme.