Reach your financial goals
When it comes to growing your wealth, it can be easy to get sidetracked and lose sight of your goals. You might not know if you’re on the right course of action or if you could be doing something different in order to meet your targets faster. That’s where we can help.
Whatever you’re looking to achieve, be it buying a house, paying for school fees or saving for your retirement, we’re here to be your trusted financial partner, providing you with the expert advice you need to get where you want to be.
How we help
Planning for the future
We’ll help you pinpoint your financial and life goals and gain a clear picture of what your ideal future looks like.
We’ll build a bespoke investment strategy that is suited to your desired level of risk and aligned with your long-term goals.
From life insurance and critical illness cover to income protection, we provide the cover you need for every eventuality.
We’ll create strategies to ensure you’re making the most of all available tax breaks and allowances, so more of your wealth can go towards your goals.
We can effectively forecast the impact of various “what-if” scenarios, enabling you to make more informed financial decisions going forward.
We can consolidate your pension pots to give you a clear view of what you have in relation to the goals you’re working towards.
Dan has been really helpful in explaining the options available to me, helping me to understand the financial jargon and to give me confidence that my pension and savings will provide me with the cover I need during retirement
Dan helped me to make sense of the situation with five different pensions, providing signposting and support to make a complicated situation understandable. Dan challenged my thinking and has made it possible by assessing and arranging my pension in such a way that will allow me to retire with confidence, three years earlier than I thought might have been possible.
After an initial consultation to understand our financial position, Dan put us in touch with one of the mortgage advisors, Roberto, at Hartley Ross to arrange a mortgage. Dan went above and beyond by also providing advice on maximising pension allowances, and how that might affect how much we decided to borrow.