Financial Planning
A personal approach to advice.
Start Planning Your Future Today
Our team will take the time to understand your values, fears, and aspirations. This collaborative approach ensures that your financial plan is not only comprehensive, but also reflective of your ethos. With regular reviews and open communication, your financial journey will align with your evolving goals, allowing you to relax knowing that your financial future is in expert hands.
Speak to a member of our team by calling 0344 259 0002.
Retirement and Pension Planning
What does retirement look like for you?
Whether it's a once-in-a-lifetime holiday or moving closer to family, it's important to have a plan of how to achieve this.
Stopping work may feel like a lifetime away, however, the sooner you begin to fund your future, the more time you have to achieve your goals.
Estate and Inheritance Tax Planning
Are your assets protected for the next generation?
If you are planning to pass on wealth to future generations, you need to consider; how do you do so tax-efficiently; and how do you get the right assets, into the right hands, at the right time?
There are a multitude of solutions that you can make use of to support your beneficiaries, we can support you in finding the most appropriate solution for your circumstances.
Cashflow Modelling
Do you have a roadmap of your future finances?
By utilising state-of-the-art technology, along with your predicted income and expenditure, we are able to project your future financial standing.
This information can then be used to curate your financial plan, tailored to your personal circumstances.
Our Approach to Your Advice
Engagement
This is all about you and the people and things that are important to you and how we can add value to your planning. It’s a chance for you to get to know your Financial Planner and ensure we are the right team to work with you. We believe it’s important that you feel comfortable with your professional advisers before committing and so this initial meeting is always free to you.
Discovery
We need to understand your objectives, what you want; don’t want; your hopes, goals and fears. We establish your financial circumstances, and explore your knowledge, past experience, your view, comfort and approach to risk. Our advice is then based upon this information.
Analysis and Research
Through rigorous research and analysis, we will create a bespoke plan of action for you, where appropriate incorporating a cashflow forecast to knit everything together.
Recommendations
It’s important that you understand the course of action we recommend you take and have time to digest it. We therefore will present a detailed written report, explaining the next steps and how and why they will help you achieve your personal financial goals. We will meet to answer any questions that you have and agree how best to proceed.
Implementation
After our recommendations have been agreed and a course of action set, these will be managed by our team. You can relax with the reassurance that the heavy lifting is being undertaken on your behalf. We can keep you up-to-date with the progress, or simply let you know when the agreed plan is in place.
Review
Change is certain and on its own timeline, so reviewing your plans regularly to keep everything on track is an important part of the planning journey. We will be with you every step of the way.
Tess Williams Chartered MSCI, FPFS
Chartered Financial Planner
STEP Affiliate | SOLLA Associate
Head of Financial Planning
Tess boasts a wealth of expertise, holding a first-class honours degree in Financial Services Management. She received the STEP Excellence Award and is working towards full SOLLA accreditation. Tess specialises in trust and estate planning, retirement strategies, and guidance for business owners, entrepreneurs, and partnerships.
She’s spent the last 20 years of her career embedding a 'client first, client foremost' approach to advice and loves helping clients and their families manage their wealth to achieve their dreams. When not at work you’ll find her taxiing her children from one activity to another, cycling through a forest or at a piano keyboard wincing at the duff notes.
Jude Cann, DipPFS
Financial Planner
Jude is an accomplished Financial Planner with over 20 years of experience in the industry. Jude’s expertise lies in comprehensive financial planning, wealth management, and strategic solutions. He is dedicated to helping clients navigate complex financial landscapes, ensuring their long-term success and security.
He thoroughly enjoys helping clients with the challenges they face in fulfilling their hopes, dreams and aspirations. Jude is a keen football follower, an FA accredited football coach as well as a dedicated family-man.
Our Financial Planners are supported by a wealth of colleagues across the firm.
Find out more about our Financial Planning services and how we can support you by calling
0344 259 0002 or by emailing the team using the button below.
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This information is for UK residents only. Please note that this page is for information only and does not constitute a recommendation or financial advice. The value of investments and any income derived from them may go down as well as up and you could get back less than you invested. Please note that tax treatment depends on the specific circumstances of each individual and may be subject to change in the future. The Financial Conduct Authority does not regulate Inheritance Tax Planning or Cashflow Modelling.