Wealth Management

Whether our clients are seeking to optimise the wealth they have already accumulated, or save on a regular basis, we offer a wide range of investment services, from simple ISA’s , to tax advantageous trust schemes, VCT’s and EIS.


Enterprise Investment schemes (EIS) and Venture Capital Trusts (VCT) invest in assets that are high risk and can be difficult to sell such as shares in unlisted companies. The value of the investment and the income from it can fall as well as rise and investors may not get back what they originally invested, even taking into account the tax benefits.

Tax treatment varies according to individual circumstances and is subject to change

Contact us to talk about wealth planning


Other Services we offer

We are passionate believers in the value of life and critical illness insurance. Sadly this is borne out by the claims we administer for our clients all too frequently...

It’s been a long held belief that final salary pension benefits should be retained as a default position and the arguments against transfer have been hard to refute...

Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.


The value ofpensions and the income they produce can fall as well as rise. You may get back less thanyou invested.

We are happy to introduce you to a number of different specialist brokers who provide a bespoke service. We are not looking to compete with the ‘price is...

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Family run business since 1963