Working to the highest ethical and professional standards, we provide the independent financial advice you need to you make informed decisions about your income options at every stage of your financial life:
• Business protection
• Capital investment
• Care fees planning
• Estate planning
• Divorce (including pension sharing)
• Family protection
• Pre-retirement planning
• Relocation financial planning
• Retirement income
• Redundancy financial planning
• Trustee investment.
If you are looking for the highest standard of advice and service from your independent financial adviser, wealth managers or financial consultants, this is the right firm for you.
Our Strengths; Making financial life plans which are simple and achievable. We ensure our clients; their families and businesses are kept up to date as their circumstances, goals and the financial world changes. We are experienced in advising new clients moving to (and from) the IOM from other jurisdictions, and also working with other professionals to provide ‘joined up' thinking. Financial Planning works best when all aspects can be balanced to provide the optimum solution to your needs - this is our aim. Whilst experience is extremely important, we feel our continually increasing level of Financial Planning qualification allows us to keep at the forefront of the constantly changing financial scene made more complex when having to consider many UK, European and wider influences.
Our Service; Independent Financial Advice to Isle of Man residents and to expatriates; aiming to provide a highly personal and effective financial planning service for individuals, the self-employed and small to medium sized businesses from a highly regulated Offshore jurisdiction. In this current climate it is essential that all avenues are pursued in the protection of personal, family and business assets and lifestyles. Investment advice and wealth management is a speciality; we work with you to attempt to achieve not only your medium term goals, but also perhaps with a view of passing wealth onto the next generation tax efficiently using the many planning vehicles available; eg trusts, QROPS, SIPPS, Offshore Companies.