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Securing your financial future can prove difficult when trying to cope with all the demands on your income. When you work with us, you gain access to a team adept at identifying your personal goals and aspirations, and creating a plan to help you achieve them.
Building future funds is about converting earnings into wealth. Yet without careful planning, a successful career may not translate into a retirement pot that supports all your later-life ambitions.
Balancing your present self with your future self can be challenging, especially if you are unsure about what is required. With our team by your side, you will feel better equipped to manage your finances and keep them in robust health.
Understanding the effect of different decisions is key. Common choices include making a larger pension contribution or knowing what to do with a lump sum.
Our role is to ensure that all bases are covered, for today and tomorrow. Expect a proactive approach designed to ensure your money is future-proofed as much as possible.
Our approach
When trying to deal with myriad wealth planning structures with the goal of maximising returns and minimising tax, it makes sense to seek input from experts.
Our team will always remain transparent about the different levels of risk when comparing available options and making recommendations.
What clients say
These video testimonials and our glowing reviews on VouchedFor, the UK’s leading independent review site for financial professionals, are evidence of the high standards we strive for.
Catherine and Paul
Pre/post-retirees wanting clear, trusted retirement planning
Keith and Ken
Professionals/business owners needing strategic financial and retirement advice
Stephen and Debbie
Retirees seeking proactive support and security
Simon and Michelle
High-earning professionals building and protecting family wealth
Nico
High-net-worth individual wanting stress-free, professionally managed investments
960%
would recommend us to family, friends, or work associates.
950%
believe working with us has helped or will help them achieve their financial objectives.
950%
are very satisfied that we understand their needs and objectives.
We are delighted, and relieved, that our portfolio is back in the capable hands of Anne McClean. Over a number of years, we have built a strong relationship based on professionalism, approachability, and trust. Anne has in-depth product and market knowledge, and her dedicated approach will continue to serve us well.
Charlotte W., Owner/ of Legal Services firm
Anne McClean has been providing me with financial planning advice for the last 20 years. She has developed an excellent and comprehensive investment strategy for my wife and I. I would have no hesitation in recommending Anne to anyone seeking a sound financial planner.
Will S., fintech entrepreneur
OUR PEOPLE
