Client Portal

Independent financial advice, thoughtfully delivered

Clear guidance tailored to your life, your goals, and your pace. We typically work with clients who have more than £150,000 to invest.

Building Wealth

Making sense of your savings and focusing on your long-term plans.

  • Reviewing your existing investments and pensions
  • Advising on investing cash
  • Taking time to discuss what your money is for

Planning for Retirement

Helping you move into retirement with clarity and confidence.

  • Understanding what you have
  • Discussing your spending plans throughout your retirement
  • Considering both secure and flexible income
  • Creaeing a reassuring plan and avoiding unnecessary risk
  • Helping you realise your retirement dreams

Planning after Retirement

Using your assets to live your life and thinking of the next generation 

  • Ensure you keep enough money for your needs in retirement
  • Making provision for potential care in later life
  • Helping you to consider whether you can afford to give money away, to help your family now
  • Discussing inheritance tax and your options for practical action 
Breakdown of spending with holiday brochure

Advice through Major Life Changes

Support at a time when decisions can feel overwhelming.

  • Understanding your new financial position following divorce or bereavement
  • Helping you make clear, calm decisions
  • Moving forward at your own pace
  • Working with your attorney under an Enduring or Lasting Power of Attorney
  • Helping plan finances where care is needed

Fees

Just like our advice, we keep our fees fair and clear.

We will never start work until we have a signed agreement in place.

VAT is not currently charged on our fees.

FAQs

We focus on providing high-quality advice in our core areas.

We don’t advise on:

  • Mortgages
  • Equity release

However, we can introduce you to an independent financial adviser who specialises in this area.

We take a flexible approach.

If you value the opportunity to have dedicated time each year to plan for your future then our annual review service will be right for you. 

Ongoing reviews are strongly recommended if you: 

  • Are new to investing.
  • Have complex planning needs or changing needs.
  • Are taking income for your policies.
  • Are being advised by an attorney.

We’ll always be honest about what adds value – and what doesn’t. 

We will use our first meeting to build a holistic understanding of you and your finances.

We will then discuss and agree the advice you need from us, based on your needs and goals.

Our service is designed for people who: 

  • Have more than £150,000 to invest.
  • Want a long-term, trusted relationship. 
  • Are open to learning and understanding.
  • Value clear, independent advice. 
  • Are ready to engage fully with the process. 

You can easily access your financial information by logging in to the client portal.

Many of the providers we use have websites and apps that you can register with.

We prefer to have first meetings face to face. This can be in your home if within a reasonable distance or at our office in Henley.

We also conduct client meetings online via online video calls.

Your online video link will be emailed to you in advance of our meeting, with simple instructions about how to join.

We encourage couples to do their planning together. 

We can then look at your needs as an individual as well as your plans as a couple. 

We strongly recommend that all clients set up a Lasting Power of Attorney.

If you have an Enduring or Lasting Power of Attorney in place, we would encourage your attorney(s) to attend meetings with you, if appropriate, in order to support your decision making.

In certain circumstances, we can speak to your attorney on their own. 

You will remain our client and any decisions must be made in your best interests.

If you would like to have someone with you, or require any additional support when we are advising you, just let us know.

Encourage. Enable. Empower.

That’s the standard we hold ourselves to – every time we work with you.

Contact us