I offer a bespoke personal service, focused on building trusted and long-term relationships. I work closely with my clients to provide a financial plan that is flexible to change with their personal circumstances as they move towards retirement and beyond. I also work with my team to provide financial tax efficient solutions from funding school fees, discretionary and advisory investment management, ISA's, trusts, offshore bonds, AIM IHT planning, and self-invested personal pensions. The common criteria is that each investment plan is unique and must work for the client and their family, with the ability to adapt as their circumstances change through life. Ultimately the client is the custodian of their wealth through life, and it is my job to advise how to pass on their inheritance to the next generation as tax efficiently as possible.