WHO WE WORK WITH
We are based in Prestbury, Cheshire and work with mostly, but not exclusively, with clients based local to East Cheshire including Prestbury, Poynton, Bollington and Macclesfield.
PRE-RETIREES
You are over 45 years old, considering leaving your current employment sooner rather than later and wondering whether this is affordable. This may be in preparation for full retirement or a move into part-time employment.
RETIREES
You’re already retired and want to ensure you can live the life you’ve always planned while being mindful of leaving an inheritance to your family and potential Inheritance Tax issues.
BUSINESS OWNERS
You’re ready to plan an exit strategy to sell or wind-down your business and reap the rewards of all your hard work.
CAREER & LIFE CHANGERS
You have a desire to make a radical career or lifestyle change but don’t know if you can realise your dream financially.
HELPING YOU TO ACHIEVE YOUR FINANCIAL GOALS
Our financial planning process helps ensure that your finances are continually on-track so that you can focus on living the life you’ve worked hard to achieve.
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OUR BLOG
Looking for a great near term investment?
When making near term investments, cash is often the obvious choice, however there's something else worth considering just now. For UK higher and additional rate taxpayers, low-coupon gilts (UK government bonds) continue to offer great value for fixed-term low risk...
Which is best for retirement – property or a pension?
The Times on Sunday newspaper’s Money section asks minor celebrities the above question every week in its “Fame and Fortune” column. The pedant in me has always thought that this is a strange question given that the two options are not mutually exclusive – you can...